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RIA / WealthAdvisorCertified Financial Planner36 years in industry

LEE MYRL SPIVEY

Advisor at WEALTH MANAGEMENT PARTNERS, LLC

Wellfleet, MA | MANCHESTER CENTER, VT

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Search this name across graphsid dfx:ria:d6be376d-7e8f-8b5e-c33b-17cd41b2e65f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 9, 1999 to Sep 15, 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: WEALTH MANAGEMENT PARTNERS, 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: Apr 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jan 4, 1999
First registration: Feb 9, 1999
Dual registered: no
Other names: LEE M SPIVEY
IAPD individual key: 3143532

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
WEALTH MANAGEMENT PARTNERS, LLC	State registered	Jan 30, 2007	n/a	yes	MANCHESTER CENTER, VT\|Wellfleet, MA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 16, 2004	Apr 3, 2007	no	MANCHESTER, VT\|MANCHESTER CENTER, VT\|NEW YORK, NY	Previous registration
OPPENHEIMER ASSET MANAGEMENT	Bd affiliated wealth	Apr 15, 2003	Jan 15, 2004	no	NEW YORK, NY	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 3, 2003	Apr 15, 2003	no	NEW YORK, NY	Previous registration
CIBC WORLD MARKETS CORP.	n/a	Feb 9, 1999	Jan 3, 2003	no	NEW YORK, NY	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
J.P. MORGAN SECURITIES LLC	WEALTH MANAGEMENT PARTNERS, LLC	Apr 3, 2007	Jan 30, 2007	-63	Firm change after gap	Wirehouse to state RIA
OPPENHEIMER ASSET MANAGEMENT	J.P. MORGAN SECURITIES LLC	Jan 15, 2004	Mar 16, 2004	61	Firm change	Other
OPPENHEIMER & CO. INC.	OPPENHEIMER ASSET MANAGEMENT	Apr 15, 2003	Apr 15, 2003	0	Bulk transfer	Other
CIBC WORLD MARKETS CORP.	OPPENHEIMER & CO. INC.	Jan 3, 2003	Jan 3, 2003	0	Bulk transfer	Other

Relationships

Registered with (5)

→ WEALTH MANAGEMENT PARTNERS, LLCRegistered adviserregistration: current employment
Jan 30, 2007 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Mar 16, 2004 to Apr 3, 2007factForm ADV
→ OPPENHEIMER ASSET MANAGEMENTRegistered adviserregistration: previous registration
Apr 15, 2003 to Jan 15, 2004factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 3, 2003 to Apr 15, 2003factForm ADV
→ CIBC WORLD MARKETS CORP.Registered adviserregistration: previous registration
Feb 9, 1999 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.