David Michael Lee is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with FOUNDATIONS INVESTMENT ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | 2026-01-20 | present | Yes |
| TIP GROUP LLC | 2025-05-13 | 2025-11-06 | — |
| LPL FINANCIAL LLC | 2023-05-26 | 2025-05-27 | — |
| HFG WEALTH MANAGEMENT, LLC | 2022-11-09 | 2023-04-20 | — |
| EDWARD D. JONES & CO., L.P. | 2017-03-10 | 2022-10-18 | — |