David Ta-Wei Lee is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with U.S. BANCORP ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| U.S. BANCORP ADVISORS, LLC | 2026-02-13 | present | Yes |
| U.S. BANCORP INVESTMENTS, INC. | 2022-05-31 | 2026-02-13 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2014-07-10 | 2022-06-04 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2011-09-02 | 2014-01-13 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2011-09-07 | — |
| WELLS FARGO INVESTMENTS, LLC | 2006-07-13 | 2011-01-03 | — |
| WADDELL & REED | 2002-10-25 | 2004-05-18 | — |