Dana Lynn Platt appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Dana Lynn Platt appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-15 | Form ADV | CITIGROUP GLOBAL MARKETS INC. | CHIEF COMPLIANCE OFFICER - INVESTMENT ADVISORY BUSINESSES | NEW YORK, NY |