BAILEY JAMES LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BAILEY JAMES LEE appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CTC CONSULTING, INC. | DIRECTOR | PORTLAND, OR |
| — | Form ADV | UST ADVISERS, INC. | EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER | STAMFORD, CT |
| — | Form ADV | UNITED STATES TRUST COMPANY, NATIONAL ASSOCIATION | EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER | NEW YORK, NY |
| — | Form ADV | U.S. TRUST HEDGE FUND MANAGEMENT, INC. | CHAIRMAN | STAMFORD, CT |
| — | Form ADV | BAILEY & ASSOCIATES INVESTMENT MGT. AND FINANCIAL PLANNING LLC | DESIGNATED CHIEF COMPLIANCE OFFICER | COLUMBIA, SC |
| — | Form ADV | U.S. TRUST COMPANY | EXECUTIVE VICE PRESIDENT, U.S. TRUST CORPORATION | STAMFORD, CT |