David Robert Lees appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Robert Lees appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-17 | Form ADV | M FINANCIAL ASSET MANAGEMENT, INC. | SECRETARY | PORTLAND, OR |
| 2025-03-21 | Form ADV | M FINANCIAL INVESTMENT ADVISERS INC | SECRETARY/TREASURER | PORTLAND, OR |