BEATTY DAVID LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BEATTY DAVID LEE appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | THE HERBST GROUP, LLC | MANAGING MEMBER/OWNER | — |
| — | Form ADV | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | MANAGING MEMBER | PORTLAND, OR |
| — | Form ADV | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | MANAGING MEMBER/OWNER | PORTLAND, OR |
| — | Form ADV | CALIBRE ADVISORY SERVICES, INC. | REGIONAL MANAGING DIRECTOR | WALTHAM, MA |
| — | Form ADV | DAINTREE ADVISORS LLC | CEO, PARTNER AND MEMBER | BOSTON, MA |
| — | Form ADV | TANAGER FINANCIAL SERVICES INC | PRESIDENT, TRUSTEE | WALTHAM, MA |
| — | Form ADV | FIRST TRUST DIRECT INDEXING L.P. | OWNER | BOSTON, MA |
| — | Form ADV | TWO THIRTY ONE ADVISORS LLC | MEMBER | BOSTON, MA |
| — | Form ADV | TRU FAMILY OFFICE, LLC | MANAGING MEMBER | PORTLAND, OR |