Bryan Matthew Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Bryan Matthew 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 |
| 2025-03-25 | Form ADV | RESQ INVESTMENT PARTNERS, LLC | VICE PRESIDENT, PORTFOLIO MANAGER, CLASS C SHARES | SCOTTSDALE, AZ |
| — | Form ADV | REGENT WEALTH MANAGEMENT, INC. | SHAREHOLDER | TULSA, OK |
| — | Form ADV | ZAXIS, LLC | MEMBER | TULSA, OK |