Lori Nelms Montgomery appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lori Nelms Montgomery appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-13 | Form ADV | HIGHLAND CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | MEMPHIS, TN |