Daniel Lee is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with MARINER, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARINER, LLC | 2025-02-28 | present | Yes |
| JENKINS WEALTH | 2021-11-30 | 2025-03-19 | — |
| MODERN MILLENNIAL WEALTH LLC | 2021-01-12 | 2021-11-23 | — |
| JENKINS WEALTH | 2020-10-22 | 2020-10-28 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2018-06-26 | 2019-04-02 | — |
| CHARLES SCHWAB & CO., INC. | 2017-03-13 | 2018-06-26 | — |