# David Ta-Wei Lee

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2026-02-13 | present | Yes |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2022-05-31 | 2026-02-13 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2014-07-10 | 2022-06-04 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2011-09-02 | 2014-01-13 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-01-03 | 2011-09-07 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2006-07-13 | 2011-01-03 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2002-10-25 | 2004-05-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4577846)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4577846.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.