DAVIS CATHERINE LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DAVIS CATHERINE LEE appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | HILLTOP WEALTH & TAX SOLUTIONS | MANAGING MEMBER | MISHAWAKA, IN |
| — | Form ADV | NORTHEAST FINANCIAL CONSULTANTS, LLC | VICE PRESIDENT, TREASURER | WESTPORT, CT |
| — | Form ADV | MAIN POST PARTNERS, L.P. | CFO AND CCO | SAN FRANCISCO, CA |
| — | Form ADV | PUTNAM INVESTMENTS LIMITED | DIRECTOR, CHIEF EXECUTIVE OFFICER | LONDON |