Bryan Keith Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Bryan Keith Lee appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | THE LEGACY FINANCIAL GROUP, INC. | SHAREHOLDER | TULSA, OK |
| 2025-05-29 | Form ADV | STRATEGIC FINANCIAL PLANNING, INC. | PRESIDENT/CHIEF COMPLIANCE OFFICER | PLANO, TX |
| — | Form ADV | REGENT WEALTH MANAGEMENT, INC. | SHAREHOLDER | TULSA, OK |
| — | Form ADV | ZAXIS, LLC | MEMBER | TULSA, OK |