# DAVID AARON LEE

DAVID AARON LEE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with MACH-1 FINANCIAL GROUP, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MACH-1 FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/298195) | 2019-02-28 | present | Yes |
| [COPPELL ADVISORY SOLUTIONS LLC](https://search.stillhousedata.com/firm/156549) | 2016-02-16 | 2019-12-26 | — |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2008-01-07 | 2016-02-16 | — |
| [C. W. "CHUCK" BEALE & ASSOCIATES RETIREMENT PLANNING, LLC](https://search.stillhousedata.com/firm/143964) | 2007-07-10 | 2007-12-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5375384)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5375384.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.