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Detailed Report
Paul Melvin Lee III
Paul Melvin Lee
CRD#: 7113619
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 2302 Emancipation Hwy
Suite A
FREDERICKSBURG, VA 22401-2116
Registration History
201920202021202220232024202520262 FIRMS2019 - Present (5 years)
License(s)

State Registrations

B
Alabama 9/25/2019
B
Nebraska 2/14/2022
B
California 1/31/2020
B
New Jersey 7/25/2023
B
Colorado 1/9/2025
B
North Carolina 2/14/2022
B
District of Columbia 2/14/2022
B
Ohio 6/8/2022
B
Florida 10/3/2019
B
Pennsylvania 2/14/2022
B
Illinois 2/14/2022
B
South Carolina 2/14/2022
B
Indiana 3/19/2024
B
Texas 3/30/2020
B
Kansas 2/14/2022
IA
Texas 4/2/2020
B
Maryland 2/14/2022
B
Virginia 7/23/2019
B
Massachusetts 9/25/2019
IA
Virginia 7/23/2019
B
Missouri 6/16/2023
B
Wyoming 2/29/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
2302 Emancipation Hwy Suite A, FREDERICKSBURG, VA 22401-2116
Registered with this firm since 7/23/2019
B
EDWARD JONES (CRD#:250)
2302 Emancipation Hwy Suite A, FREDERICKSBURG, VA 22401-2116
Registered with this firm since 6/29/2019
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.