DAVID LEE

DAVID LEE is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with DIGITAS GLOBAL, LLC.

Registration history (6)

FirmFromToCurrent
DIGITAS GLOBAL, LLC2024-09-11presentYes
WELLS FARGO CLEARING SERVICES, LLC2016-04-082019-03-21
MORGAN STANLEY SMITH BARNEY LLC2012-11-272016-04-14
TACTICAL ETF ADVISORS2011-10-242012-12-31
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC2009-09-292011-09-23
CHARLES SCHWAB & CO., INC.2006-01-132009-09-11

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