MONTAG JAMES LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MONTAG JAMES LEE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WILLINGDON WEALTH MANAGEMENT LLC | SHAREHOLDER | HUNTERSVILLE, NC |
| — | Form ADV | MONTAG MANANGEMENT CORP | PRESIDENT | CHARLOTTE, NC |