RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D•••• A•••• L••
- Title
- Founder & Managing Partnerreportedmach-1financial.comfirm site, Sep 15, 2026
- Founder
- “David Lee is the Founder and Managing Partner of Mach 1, serving clients and leading the team since its beginning.”reportedmach-1financial.comthe sentence on the bio page
- Partner or owner
- “David Lee is the Founder and Managing Partner of Mach 1, serving clients and leading the team since its beginning.”reportedmach-1financial.comthe sentence on the bio page
- Professional profile
- mach-1financial.com/staff-member/david-leereportedmach-1financial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••••• F•••••••• G••••• L•• independent RIA currentsince Feb 28, 2019 · Rogers, Ar
- C•••••• A••••••• S•••••••• L•• independent RIAFeb 16, 2016 to Dec 26, 2019 · Bentonville, Ar
- B••••••••• C•••••• M••••••••• L•• independent RIAJan 7, 2008 to Feb 16, 2016 · Bella Vista, Ar
- C• W• •••••• B•••• • A••••••••• R••••••••• P•••••••• L•• unclassifiedJul 10, 2007 to Dec 18, 2007 · Lonsdale, Ar
- C•••••• A••••••• S•••••••• L•• to M••••• F•••••••• G••••• L••left Dec 26, 2019, registered Feb 28, 2019 (-301 days) · RIA to RIA · moved with a team
- B••••••••• C•••••• M••••••••• L•• to C•••••• A••••••• S•••••••• L••left Feb 16, 2016, registered Feb 16, 2016 (0 days) · Other
- C• W• •••••• B•••• • A••••••••• R••••••••• P•••••••• L•• to B••••••••• C•••••• M••••••••• L••left Dec 18, 2007, registered Jan 7, 2008 (20 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address