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Timothy Lee

BRITEHORN SECURITIES
Reston, VA
·CRD# 2531728·27 years experience

Professional Summary

Timothy Lee is a registered financial advisor currently at BRITEHORN SECURITIES located in Reston, 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

BRITEHORN SECURITIES·CRD# 36402
BD
12110 Sunset Hills Rd 6th Floor, Reston, VA 20190
July 31, 2026 - Present
NEWOAK CAPITAL MARKETS LLC·CRD# 104063
BD
New York, NY
July 23, 2020 - July 9, 2021
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
May 18, 2001 - June 19, 2002
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
March 15, 2001 - May 9, 2001
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
April 18, 2000 - March 8, 2001
UBS SECURITIES LLC·CRD# 7654
BD
New York, NY
January 1, 1999 - April 6, 2000

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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)

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

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US 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 Event

3

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Virginia
(7/31/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2026About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jul 2026About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2026About the SIE exam

Series 7TO — General Securities Representative Examination

Passed Jul 2020About the Series 7TO exam

Series 7 — General Securities Representative Examination

Passed Dec 1998About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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