HARVEY MICHELLE LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HARVEY MICHELLE LEE appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TRANSAMERICA FINANCIAL ADVISORS, INC. | SROP, ASSISTANT VICE PRESIDENT | LOS ANGELES, CA |
| — | Form ADV | ML & R WEALTH MANAGEMENT LLC | SECRETARY | AUSTIN, TX |
| — | Form ADV | COBURN VENTURES, LLC | CHIEF OPERATING OFFICER | PLEASANTVILLE, NY |