# DENISE S LEE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PERIGON WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/131037) | 2025-07-14 | present | Yes |
| [MARRICK WEALTH, LLC](https://search.stillhousedata.com/firm/164758) | 2022-07-21 | 2025-06-30 | — |
| [EMPIRICAL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/152622) | 2017-11-29 | 2018-02-28 | — |
| [SPECTRUM WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/135530) | 2015-07-08 | 2021-03-09 | — |
| [RONALD BLUE & CO., LLC](https://search.stillhousedata.com/firm/104605) | 2014-04-26 | 2015-07-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6309502)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6309502.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.