CARLSON TIMOTHY LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CARLSON TIMOTHY LEE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | INTEGRATED WEALTH CONCEPTS LLC | CHIEF FINANCE OFFICER | WALTHAM, MA |
| — | Form ADV | CUNA BROKERAGE SERVICES, INC. | ASST. TREASURER | WAVERLY, IA |