Kent Lee of Minneapolis, MN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kent Lee appears on 4 filing roles across Form ADV (3), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MERIT FINANCIAL GROUP, LLC | SHAREHOLDER | ALPHARETTA, GA |
| — | Form ADV | STONE CREEK CAPITAL MANAGEMENT LLC | CHIEF EXECUTIVE OFFICER | ALPHARETTA, GA |
| — | Form ADV | LIFESTYLE PLANNING SOLUTIONS, LLC | CEO & CHIEF COMPLIANCE OFFICER | ALPHARETTA, GA |
| 2009-06-17 | Form D | INDEPENDENT LIFE SETTLEMENT ADVISORY GROUP, LLC | Executive Officer | SCOTTSDALE, AZ |