BURCH CHAD LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BURCH CHAD LEE appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PHILLIPS FINANCIAL MANAGEMENT, LLC | MANAGING MEMBER | FORT WAYNE, IN |
| — | Form ADV | CAUSEWAY CAPITAL MANAGEMENT LLC | ELECTED MANAGER | LOS ANGELES, CA |
| — | Form ADV | A.W. JONES ADVISORS, LLC | MANAGING MEMBER - A.W. JONES PRIVATE ADVISORS, LLC | NEW YORK, NY |