Lee Ross of Birmingham, AL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lee Ross appears on 3 filing roles across Form ADV (2), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | CHIEF FINANCIAL OFFICER | NEW YORK, NY |
| — | Form ADV | SUNTRUST INVESTMENT SERVICES, INC. | CHIEF FINANCIAL OFFICER | ATLANTA, GA |
| 2016-12-27 | Form D | Slate XP, Inc. | Executive Officer | BIRMINGHAM, AL |