# Daniel Lee

Daniel Lee is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with MARINER, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2025-02-28 | present | Yes |
| [JENKINS WEALTH](https://search.stillhousedata.com/firm/153241) | 2021-11-30 | 2025-03-19 | — |
| [MODERN MILLENNIAL WEALTH LLC](https://search.stillhousedata.com/firm/311608) | 2021-01-12 | 2021-11-23 | — |
| [JENKINS WEALTH](https://search.stillhousedata.com/firm/153241) | 2020-10-22 | 2020-10-28 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2018-06-26 | 2019-04-02 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2017-03-13 | 2018-06-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6473148)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6473148.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.