Team

Christopher Kolker (Christopher Lee Financial)

Financial Consultant/IAR, per JT's TCM people reference ([tcm-compliance-ops.md](file:///C:/Users/jeffs/.claude/reference/tcm-compliance-ops.md)); his personal Box folder is named "Christopher Lee Financial" and Mike Knoebel is his unlicensed associate ([rep-master-codes.md](file:///C:/Users/jeffs/.claude/reference/rep-master-codes.md))
Where things stand
  • Financial Consultant/IAR per JT's reference; works with Mike Knoebel, his unlicensed associate, under the Christopher Lee Financial name.
  • JT's 2026-09-02 heads-up explained the daily Options Report (prior-day positions, open contracts, options metrics, three market-flow tabs with stars on names his clients hold), framed it as optional, and offered removal from the distro.
  • Box notifications the same evening show him and Mike accepting the "TCM Firm File - Christopher Kolker" folder invitation.
Relationship to JT
On the daily Options Report distro; JT emailed him the heads-up on 2026-09-02 with Mike and Derek copied
Email
chris@christopherleefinancial.com (display "Christopher Kolker"; Box shows "Chris Kolker")
Channels
Outlook
Notion tasks
none
Related files
Mike Knoebel
Last meeting
none logged; last correspondence 2026-09-02 → record
Last updated
2026-09-03

Focused on

  • Receiving the daily Options Report for his book; JT asked for glitches and ideas. record

Asking me for

Nothing yet.

Concerns and frustrations

Nothing yet.

Doable vs. not doable

  • Removal from the daily distro → doable on request; real-time access to the tools → planned for later. record

How to work with them

Nothing yet.

Crossover

  • touches Mike Knoebel and Derek Eichenwald: both copied on the heads-up; Mike was told he should have access to the reports folder. record

Decisions log

Nothing yet.

Meeting log

DateTitleRecord
2026-09-02
Options Report daily send heads-up (email)
record

History

  • Filed by the first sweep under external\Christopher-Lee-Financial_Christopher-Kolker; moved to team\Christopher-Kolker the same day: JT's tcm-compliance-ops.md lists him among the firm's Financial Consultants / IARs. superseded 2026-09-03

Records with Christopher