DA
David Aaron Lee
CRD 5375384
Firms
| Firm | Role | As of |
|---|---|---|
| Mach 1 Financial Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Mach 1 Financial Group, Llc
Founder & Managing Partner · Less than 5% · Oct 2024
-
Mach 1 Financial Group, Llc
Trustee Of The Lee Family Trust · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗