SUMNER KRISTAN LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SUMNER KRISTAN LEE appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CENTURION WEALTH MANAGEMENT | CHIEF COMPLIANCE OFFICER | MCLEAN, VA |
| — | Form ADV | EVERMAY WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | ARLINGTON, VA |
| — | Form ADV | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | SAINT AUGUSTINE, FL |
| — | Form ADV | KOBREN INSIGHT MANAGEMENT INC | CHIEF COMPLIANCE OFFICER | WELLESLEY HILLS, MA |
| — | Form ADV | E*TRADE CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | ARLINGTON, VA |