Kathleen Lee Donnelly appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kathleen Lee Donnelly appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-30 | Form ADV | INTEGRATED WEALTH CONCEPTS LLC | DIRECTOR OF FINANCE & ACCOUNTING | WALTHAM, MA |