DONNELLY KATHLEEN LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DONNELLY KATHLEEN LEE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | INTEGRATED WEALTH CONCEPTS LLC | DIRECTOR OF FINANCE & ACCOUNTING | WALTHAM, MA |
| — | Form ADV | INVESTORS CAPITAL CORP. | CHIEF FINANCIAL OFFICER | LYNNFIELD, MA |