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DL

Dickson V. Lee

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CRD#: 1612056
DL

Professional summary


Dickson Virchill Lee was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Dickson is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, Dickson had worked at 5 firms, which includes CENTURY PACIFIC SECURITIES INC., J. ALEXANDER SECURITIES INC., CAPITAL SUISSE SECURITIES INC., WEST AMERICA SECURITIES CORP, AVANTAX INVESTMENT SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dickson V Lee

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 14, 2001 - December 14, 2005

CENTURY PACIFIC SECURITIES, INC.

BD
CRD#: 113698
BELLEVUE, WA
Past

February 5, 2001 - December 5, 2002

J. ALEXANDER SECURITIES, INC.

BD
CRD#: 7809
LOS ANGELES, CA
Past

July 24, 2000 - October 11, 2000

CAPITAL SUISSE SECURITIES, INC.

BD
CRD#: 37531
SAN FRANCISCO, CA
Past

April 16, 1998 - February 25, 2000

WEST AMERICA SECURITIES CORP

BD
CRD#: 35035
LAS VEGAS, NV
Past

August 18, 1987 - July 12, 1991

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/2/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CP
CENTURY PACIFIC SECURITIES, INC.
CENTURY PACIFIC SECURITIES, INC. | L & L FINANCIAL INVESTMENTS CO. INC.

CRD#: 113698 / SEC#: , 8-53355

BD
Cancelled by SEC on 11/20/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 10/08/2003
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CHANG, SHUMINGCHIEF COMPLIANCE OFFICER2109185
CHANG, SHUMINGFINOP2109185
CHANG, SHUMINGCHAIRPERSON2109185
CHANG, SHUMINGBOARD MEMBER2109185
CHANG, SHUMINGPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER2109185

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CENTURY PACIFIC SECURITIES, INC.

CRD#: 113698

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