Nelson Lee of CLARKSVILLE, TN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Nelson Lee appears on 13 filing roles across Form ADV (7), Form D (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAPITAL INSIGHT PARTNERS, LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | TCI WEALTH ADVISORS, INC. | SHAREHOLDER | TUCSON, AZ |
| — | Form ADV | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | PRESIDENT/CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | BLUM CAPITAL PARTNERS LP | PARTNER | SAN FRANCISCO, CA |
| — | Form ADV | NEW YORK LIFE TRUST COMPANY, FSB | EXECUTIVE VICE PRESIDENT | PARSIPPANY, NJ |
| — | Form ADV | DOUGLAS EMMETT REALTY ADVISORS | SENIOR VICE PRESIDENT | SANTA MONICA, CA |
| — | Form ADV | SKYSTONE CAPITAL MANAGEMENT LP | MANAGING PARTNER | BOSTON, MA |
| 2009-11-17 | Form D | Medoro Resources Ltd. | Executive Officer | TORONTO, A6 |
| 2019-09-10 | Form D | Flats at 2030. LLC | Executive Officer | HOUSTON, TX |
| 2020-12-18 | Form D | Walnut Creek Investment, LLC | Executive Officer | AUSTIN, TX |
| 2022-02-04 | Form D | DUNCANVILLE MEADOWS LLC | Executive Officer | AUSTIN, TX |
| 2022-04-14 | Form D | LPG WOODS LLC | Executive Officer | FRISCO, TX |
| 2024-10-02 | Form D | Harmony Square Apartments Investors LLC | Executive Officer | CLARKSVILLE, TN |