Brett Joseph Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Brett Joseph Lee appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-10-29 | Form ADV | THE PLANNING CENTER, INC. | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | MOLINE, IL |