DELORENZO LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DELORENZO LEE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | UNITED ASSET STRATEGIES INC. | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | GARDEN CITY, NY |
| — | Form ADV | UNITED WEALTH PLANNING, LLC | PRESIDENT AND MANAGER | GARDEN CITY, NY |