# BEATTY DAVID LEE

BEATTY DAVID LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 9 filing roles across Form ADV (9).

## Filings (9)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [THE HERBST GROUP, LLC](https://search.stillhousedata.com/firm/309319) | MANAGING MEMBER/OWNER | — |
| — | Form ADV | [TRU INDEPENDENCE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/168256) | MANAGING MEMBER | PORTLAND, OR |
| — | Form ADV | [TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC](https://search.stillhousedata.com/firm/309098) | MANAGING MEMBER/OWNER | PORTLAND, OR |
| — | Form ADV | [CALIBRE ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/133333) | REGIONAL MANAGING DIRECTOR | WALTHAM, MA |
| — | Form ADV | [DAINTREE ADVISORS LLC](https://search.stillhousedata.com/firm/153197) | CEO, PARTNER AND MEMBER | BOSTON, MA |
| — | Form ADV | [TANAGER FINANCIAL SERVICES INC](https://search.stillhousedata.com/firm/106270) | PRESIDENT, TRUSTEE | WALTHAM, MA |
| — | Form ADV | [FIRST TRUST DIRECT INDEXING L.P.](https://search.stillhousedata.com/firm/297760) | OWNER | BOSTON, MA |
| — | Form ADV | [TWO THIRTY ONE ADVISORS LLC](https://search.stillhousedata.com/firm/316491) | MEMBER | BOSTON, MA |
| — | Form ADV | [TRU FAMILY OFFICE, LLC](https://search.stillhousedata.com/firm/322301) | MANAGING MEMBER | PORTLAND, OR |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.