MATHIS SCOTT LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MATHIS SCOTT LEE appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LARRY MATHIS FINANCIAL PLANNING, L.L.C. | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | PHOENIX, AZ |
| — | Form ADV | NARWHAL CAPITAL MANAGEMENT | PRESIDENT AND CHIEF OPERATING OFFICER | MARIETTA, GA |
| — | Form ADV | DGBI ADVISORS | OWNER | NEW YORK, NY |