Richard Grant Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Richard Grant Lee appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-06 | Form ADV | THE CYNOSURE GROUP | CHIEF FINANCIAL OFFICER | SALT LAKE CITY, UT |
| 2025-07-29 | Form ADV | CYNOSURE PORTFOLIO ADVISORS LLC | CHIEF FINANCIAL OFFICER | SALT LAKE CITY, UT |