LEE GERALD A appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEE GERALD A appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FIFTH WALL VENTURES MANAGEMENT, LLC | CHIEF FINANCIAL OFFICER | SANTA MONICA, CA |
| — | Form ADV | FIFTH WALL ASSET MANAGEMENT, LLC | CHIEF FINANCIAL OFFICER | SANTA MONICA, CA |
| — | Form ADV | MERIT FINANCIAL GROUP, LLC | CHIEF OPERATING OFFICER/CCO | ALPHARETTA, GA |
| — | Form ADV | STONE CREEK CAPITAL MANAGEMENT LLC | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | ALPHARETTA, GA |
| — | Form ADV | PLAINFIELD ASSET MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | GREENWICH, CT |
| — | Form ADV | KALOS MANAGEMENT, INC. | PRESIDENT | PONTE VEDRA BEACH, FL |
| — | Form ADV | CLARK/BARDES FINANCIAL SERVICES, INC. | COMPLIANCE OFFICER | LOS ANGELES, CA |
| — | Form ADV | ASTERIA WEALTH LLC | CHIEF OPERATING OFFICER | PONTE VEDRA BEACH, FL |