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LM

Lee A. Mccormick

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CRD#: 2020002
LM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lee Anthony Mccormick was a registered financial professional .

Lee is a previously registered financial professional and started their career in finance in 1990. Lee had worked at 4 firms and has passed the Series 65, Series 63, Series 50, Series 6 and Series 54 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
SIERRA MANAGEMENT GROUP, LLC THIS BUSINESS IS NOT INVESTMENT-RELATED. 2111 PALOMAR AIRPORT ROAD, SUITE 320 CARLSBAD, CA 92011 50% OWNERSHIP AND PRESIDENT SINCE APRIL, 2004 THIS BUSINESS ACTS AS ADVISOR TO A SINGLE GOVERNMENTAL ENTITY IN CALIFORNIA THAT ISSUES TAX-EXEMPT BONDS. OUR FIRM DOES NOT PROVIDE ANY INVESTMENT ADVISORY SERVICES TO THIS CLIENT WHICH IS GOVERNED BY A SEVEN MEMBER BOARD OF DIRECTORS. THE FIRM STRICTLY PROVIDES MARKETING AND ADMINISTRATIVE SERVICES TO THE GOVERNMENTAL ISSUER. PATRONUS DATA, LLC FRISCO, TX THIS BUSINESS IS A DATA CENTER & NOT INVESTMENT RELATED. MR. MCCORMICK IS THE CFO WHICH BEGAN ON APRIL 5, 2013. TO DATE HE HAS NOT RECEIVED ANY COMPENSATION. NO MATERIAL TIME IS SPENT ON THIS BUSINESS AS IT IS ON THE MARKET FOR SALE. Lone Star PACE is a program administrator that works with national lenders and local municipalities to provide affordable long term financing for energy efficiency, renewable energy and water conservation improvements in Texas.� UCDA is a corporation that was formed as a charitable organization to assist in the creation and operation of public/private partnerships (PPPs) to lessen the burdens of government and more effectively and efficiently facilitate public benefit projects nationwide, including infrastructure transactions such as water or waste water facilities, power generation and clean energy facilities, transportation facilities, healthcare facilities, fire stations, parking facilities, affordable and student housing. By developing and operating these types of infrastructure facilities, the Corporation will alleviate the need in communities nationwide to focus on, and divert funds to, these types of projects at taxpayer expense.� This will allow communities to use their resources to fund other necessary community projects and facilities.

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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

November 6, 2017 - June 24, 2022

LONE STAR PACE

RIA
CRD#: 289829
FRISCO, TX
Past

March 19, 2010 - June 24, 2022

COMMUNITY DEVELOPMENT ASSOCIATES, LLC.

RIA
CRD#: 149682
FRISCO, TX
Past

March 15, 1990 - February 13, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

March 15, 1990 - February 13, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

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
IAR
Series 65
Date: 2/10/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/8/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 50
Date: 2/15/2016
Municipal Advisor Representative Qualification Exam
General Industry/Product Exam
RR
Series 6
Date: 1/5/1990
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 54
Date: 7/2/2019
Municipal Advisor Principal Qualification Examination

Current Firm

LS
LONE STAR PACE
LONE STAR PACE | LONE STAR PACE LLC

CRD#: 289829 / SEC#:

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Contact information

Main Address
6988 Lebanon Road Suite 103, Frisco, TX 75034-6735
Mailing Address
Phone number
(214) 256-3121
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

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

LONE STAR PACE

CRD#: 289829

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