HOLMES SELENA LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HOLMES SELENA LEE appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | PORTFOLIO MANAGER/IAR | SAN DIEGO, CA |
| — | Form ADV | FRANKLIN ADVISERS, INC. | CHIEF COMPLIANCE OFFICER | SAN MATEO, CA |
| — | Form ADV | FASA, LLC | CHIEF COMPLIANCE OFFICER | BOSTON, MA |
| — | Form ADV | ADAGIO CAPITAL MANAGEMENT, LLC | MEMBER | RENO, NV |
| — | Form ADV | FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. | COMPLIANCE OFFICER - BRAZIL | SAO PAULO - SP |