Lori Kim Choi appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lori Kim Choi appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-05-30 | Form ADV | VERIS WEALTH PARTNERS, LLC | SENIOR WEALTH MANAGER | OAKLAND, CA |