GILMAN CANDICE LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. GILMAN CANDICE LEE appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | INDEPENDENT FINANCIAL PARTNERS | CHIEF INVESTMENT OFFICER | TAMPA, FL |
| — | Form ADV | REALTA INVESTMENT ADVISORS, INC | CHIEF COMPLIANCE OFFICER | WILMINGTON, DE |
| — | Form ADV | SOFI WEALTH LLC | CHIEF COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | MICG INVESTMENT MANAGEMENT | CHIEF COMPLIANCE OFFICER | NEWPORT NEWS, VA |
| — | Form ADV | SOFI CAPITAL ADVISORS LLC | CHIEF COMPLIANCE OFFICER | SAN FRANCISCO, CA |