SAWAN DONNA LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SAWAN DONNA LEE appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BOSTON ADVISORS, INC. | TREASURER AND DIRECTOR | BOSTON, MA |
| — | Form ADV | ADVEST, INC. | DIRECTOR | HARTFORD, CT |
| — | Form ADV | INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DIRECTOR | BOCA RATON, FL |
| — | Form ADV | ADVEST BANK & TRUST COMPANY | CHIEF FINANCIAL OFFICER | HARTFORD, CT |