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Timothy Lee

BRITEHORN SECURITIES
Arlington, VA 22203
Some features on this profile are disabled
CRD#: 2531728
TL
Timothy LeeBRITEHORN SECURITIES

Professional summary

Timothy Lee is a registered financial professional currently at BRITEHORN SECURITIES located in Arlington, Virginia.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 1999. Timothy has worked at 5 firms and has passed the Series 63, Series 82TO, SIE, Series 7TO and Series 7 exams.

Aliases

None

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) - BD

Click below to view Timothy Lee's CRS (Customer Relationship Summary).

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

Current

July 31, 2026 - Present

BRITEHORN SECURITIES

Office #1: 4075 Wilson Blvd Fl 8, Arlington, VA 22203
BD
CRD#: 36402
Arlington, VA
Past

July 23, 2020 - July 9, 2021

NEWOAK CAPITAL MARKETS LLC

BD
CRD#: 104063
NEW YORK, NY
Past

May 18, 2001 - June 19, 2002

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 15, 2001 - May 9, 2001

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 18, 2000 - March 8, 2001

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 1, 1999 - April 6, 2000

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Virginia
(7/31/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/13/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 7/31/2026
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 7/2/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/23/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 12/28/1998
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BRITEHORN SECURITIES
ANDREWS PARTNERS | LOHI SECURITIES | KEATING SECURITIES, LLC | KEATING INVESTMENTS, LLC | GIA SECURITIES, INC. | BRITEHORN SECURITIES | ANDREWS SECURITIES, LLC

CRD#: 36402 / SEC#: , 8-47217

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
1401 Lawrence St Suite 1600, Denver, CO 80202
Mailing Address
1401 Lawrence St Suite 1600, Denver, CO 80202
Phone number
(720) 465-5305
Established
Colorado since 10/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BRITEHORN PARTNERS LLCDIRECT OWNER
ARMSTRONG, BOBBI JEANNECHIEF COMPLIANCE OFFICER2828244
HURRY, ANDREW DUNCANCHIEF FINANCIAL OFFICER5131486
STORY, BRETT HOWARDPRINCIPAL5580403
STORY, NATALIA KLISHINACHIEF COMPLIANCE OFFICER7271729

Disclosures

Regulatory Event3

Red Flags

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Company Information

BRITEHORN SECURITIES

CRD#: 36402Arlington, VA 22203

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