Russell A Lee of Spokane, WA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Russell A Lee appears on 7 filing roles across Form ADV (5), Form D (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | VALOR FINANCIAL SERVICES, LLC | MANAGING MEMBER | KNOXVILLE, TN |
| — | Form ADV | KNOX WEALTH PARTNERS ADVISORY, LLC | MANAGING MEMBER | KNOXVILLE, TN |
| — | Form ADV | RUSSELL ASSET MANAGEMENT, LLC | PRINCIPAL | HUNTSVILLE, AL |
| — | Form ADV | BELL POINT CAPITAL MANAGEMENT LP | LIMITED PARTNER/CEO/CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | B+ INSTITUTIONAL SERVICES, LLC | MEMBER | LOS ANGELES, CA |
| 2010-06-17 | Form D | Peoples Bancorp | Executive Officer | Lynden, WA |
| 2015-09-10 | Form D | NORTHWEST BANCORPORATION INC | Director | SPOKANE, WA |