DANIEL S LEE is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with BRIGHTPLAN LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BRIGHTPLAN LLC | 2021-08-24 | present | Yes |
| PLANCORP, LLC | 2019-01-29 | 2021-08-10 | — |
| B|O|S | 2010-09-29 | 2019-01-28 | — |