# Kent Lee

Kent Lee of Minneapolis, MN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (3), Form D (1).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [MERIT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/142457) | SHAREHOLDER | ALPHARETTA, GA |
| — | Form ADV | [STONE CREEK CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/284775) | CHIEF EXECUTIVE OFFICER | ALPHARETTA, GA |
| — | Form ADV | [LIFESTYLE PLANNING SOLUTIONS, LLC](https://search.stillhousedata.com/firm/164456) | CEO & CHIEF COMPLIANCE OFFICER | ALPHARETTA, GA |
| 2009-06-17 | Form D | [INDEPENDENT LIFE SETTLEMENT ADVISORY GROUP, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1466414&type=&dateb=&owner=include&count=40) | Executive Officer | SCOTTSDALE, AZ |


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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.