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RIA / WealthAdvisorCertified Financial Planner24 years in industry

NICHOLAS SHAWN GIBSON

Advisor at LEE FINANCIAL COMPANY, LLC

Dallas, TX

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:636963de-1121-4796-4ecb-0b261dfef946

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 29, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Nicholas Shawn Gibson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: LEE FINANCIAL COMPANY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 29, 2002
Dual registered: no
IAPD individual key: 4516038

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
LEE FINANCIAL COMPANY, LLC	Independent wealth	Oct 6, 2004	n/a	yes	Dallas, TX	Current employment

Relationships

Registered with (1)

→ LEE FINANCIAL COMPANY, LLCRegistered adviserregistration: current employment
Oct 6, 2004 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:636963de-1121-4796-4ecb-0b261dfef946
First observed: May 29, 2002
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NICHOLAS SHAWN GIBSON

Advisor at LEE FINANCIAL COMPANY, LLC

Dallas, TX

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:636963de-1121-4796-4ecb-0b261dfef946

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LEE FINANCIAL COMPANY, LLC

Independent wealth

Oct 6, 2004

n/a

yes

Dallas, TX

Current employment