# Martin Lee

Martin Lee of Duarte, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 9 filing roles across Form ADV (8), Form D (1).

## Filings (9)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | PRESIDENT | JOHNSTON, RI |
| — | Form ADV | [POLEN CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/106093) | DIRECTOR OF RESEARCH | BOCA RATON, FL |
| — | Form ADV | [EIR PARTNERS CAPITAL, LP](https://search.stillhousedata.com/firm/319010) | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | MIAMI, FL |
| — | Form ADV | [DISCIPLINED GROWTH INVESTORS INC](https://search.stillhousedata.com/firm/106746) | CHIEF FINANCIAL OFFICER | MINNEAPOLIS, MN |
| — | Form ADV | [FAMILY WEALTH CONSULTANTS, INC.](https://search.stillhousedata.com/firm/128494) | PRESIDENT/CCO | SAN JOSE, CA |
| — | Form ADV | [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | EXECUTIVE VICE PRESIDENT | CHICAGO, IL |
| — | Form ADV | [SOLDAN CORP.](https://search.stillhousedata.com/firm/136931) | DIRECTOR OF RESEARCH | BOCA RATON, FL |
| — | Form ADV | [BANC ONE SECURITIES CORPORATION](https://search.stillhousedata.com/firm/16999) | CFO/DIRECTOR/FINOP | NEW YORK, NY |
| 2018-05-14 | Form D | [PROLACTA BIOSCIENCE INC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1294955&type=&dateb=&owner=include&count=40) | Executive Officer | Duarte, CA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.