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Daniel Robert Mauck

Lee Financial Company, LLC

Dallas, TX

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Current Employers
Lee Financial Company, Llc

8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-02
  • TX RA
    APPROVED
    Since 2022-12-02

Branch Locations

8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clintsman Financial Planning Southlake TX 02/2004 05/2021
Lee Financial Company Dallas TX 11/2022 Present
Unemployed Richardson TX 05/2021 11/2022
  • 02/2004 → 05/2021
    Clintsman Financial Planning
    Southlake, TX
  • 11/2022 → Present
    Lee Financial Company
    Dallas, TX
  • 05/2021 → 11/2022
    Unemployed
    Richardson, TX
Previous Registrations
  • 2005-01-12 → 2021-06-15
    Clintsman Financial Planning
    Southlake, TX
    Southlake, TX
  • 2002-06-28 → 2004-02-04
    Kpmg Investment Advisors
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-13
  • S65 Uniform Investment Adviser Law Examination
    1999-12-13
Designations
Other Names
  • Dan Robert Mauck
  • Daniel Mauck

View on SEC IAPD

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