# Lee Ross

Lee Ross of Birmingham, AL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (2), Form D (1).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | CHIEF FINANCIAL OFFICER | NEW YORK, NY |
| — | Form ADV | [SUNTRUST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | CHIEF FINANCIAL OFFICER | ATLANTA, GA |
| 2016-12-27 | Form D | [Slate XP, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1693220&type=&dateb=&owner=include&count=40) | Executive Officer | BIRMINGHAM, AL |


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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.