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DANIEL LEE
Dan Lee
CRD#: 6517306
IA
Investment Adviser
B
Broker
QUANTIFY FUNDSCRD#: 328864 SACRAMENTO, CA
FORESIDE FUND SERVICES, LLCCRD#: 46106 El Dorado Hills, CA
Registration History
2021202220232024202520262 FIRMS2023 - Present (1 year)BVIRTU AMERICAS LLC (CRD# 149823)2021 - 2021 (<1 year)
License(s)

State Registrations

B
California 10/3/2023

IA
New York 12/3/2024

IA
California 11/19/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
QUANTIFY FUNDS (CRD#:328864)
SACRAMENTO, CA
Registered with this firm since 11/19/2023

B
FORESIDE FUND SERVICES, LLC (CRD#:46106)
El Dorado Hills, CA
Registered with this firm since 6/28/2023

Previous Registration(s)
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01/02/2021 - 07/07/2021 VIRTU AMERICAS LLC (CRD#:149823) New York, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.