DENISE S LEE is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with PERIGON WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PERIGON WEALTH MANAGEMENT, LLC | 2025-07-14 | present | Yes |
| MARRICK WEALTH, LLC | 2022-07-21 | 2025-06-30 | — |
| EMPIRICAL FINANCIAL SERVICES, LLC | 2017-11-29 | 2018-02-28 | — |
| SPECTRUM WEALTH MANAGEMENT, LLC | 2015-07-08 | 2021-03-09 | — |
| RONALD BLUE & CO., LLC | 2014-04-26 | 2015-07-01 | — |