DFX Intelligence

Data Factory

RIA / WealthAdvisor16 years in industry

LEE STENNES

Advisor at AFS WEALTH MANAGEMENT LLC

WATKINSVILLE, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d5b5e5b-a394-4c26-af78-4b045f8dc4fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 11, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AFS WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 21, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 21, 2009
First registration: Jan 11, 2010
Dual registered: no
IAPD individual key: 5661396

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AFS WEALTH MANAGEMENT LLC	State registered	Jun 10, 2025	n/a	yes	WATKINSVILLE, GA	Current employment
MPWM ADVISORY SOLUTIONS LLC	Independent wealth	Feb 7, 2020	May 9, 2025	no	ALPHARETTA, GA\|Alpharetta, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 8, 2016	Feb 10, 2020	no	DULUTH, GA\|ATLANTA, GA\|ATLANTA, GA\|BUFORD, GA\|SUGAR HILL, GA\|SUGAR HILL, GA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Apr 20, 2016	no	JOHNS CREEK, GA\|ALPHARETTA, GA\|NORCROSS, GA\|DULUTH, GA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 17, 2012	Oct 1, 2012	no	DULUTH, GA\|NORCROSS, GA\|ALPHARETTA, GA\|JOHNS CREEK, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 8, 2011	Jul 5, 2012	no	DULUTH, GA	Previous registration
WADDELL & REED	Former SEC adviser	Jan 11, 2010	Jun 29, 2011	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MPWM ADVISORY SOLUTIONS LLC	AFS WEALTH MANAGEMENT LLC	May 9, 2025	Jun 10, 2025	32	Firm change	RIA to state RIA
WELLS FARGO ADVISORS	MPWM ADVISORY SOLUTIONS LLC	Feb 10, 2020	Feb 7, 2020	-3	Firm change	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Apr 20, 2016	Apr 8, 2016	-12	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHASE INVESTMENT SERVICES CORP.	Jul 5, 2012	Jul 17, 2012	12	Firm change	Other
WADDELL & REED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 29, 2011	Aug 8, 2011	40	Firm change	Other

Relationships

Registered with (7)

→ AFS WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 10, 2025 to presentfactForm ADV
→ MPWM ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Feb 7, 2020 to May 9, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 8, 2016 to Feb 10, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Apr 20, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 17, 2012 to Oct 1, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 8, 2011 to Jul 5, 2012factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 11, 2010 to Jun 29, 2011factForm ADV

Dated events

Occurred
May 9, 2025
Advisor changed firm
Lee Stennes left Mpwm Advisory Solutions Llc for Afs Wealth Management Llc (registered 2025-06-10)
Form ADVobserved 6 days ago