# 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)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DIGITAS GLOBAL, LLC](https://search.stillhousedata.com/firm/330795) | 2024-09-11 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2016-04-08 | 2019-03-21 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-11-27 | 2016-04-14 | — |
| [TACTICAL ETF ADVISORS](https://search.stillhousedata.com/firm/158933) | 2011-10-24 | 2012-12-31 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2009-09-29 | 2011-09-23 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2006-01-13 | 2009-09-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2605960)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2605960.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.