MCDONALD SUZANNE LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MCDONALD SUZANNE LEE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CETERA PLANNING PARTNERS | CHIEF OPERATING OFFICER | LEAWOOD, KS |
| — | Form ADV | RICHARDS, MERRILL & PETERSON, INC. | VICE PRESIDENT, C.F.O. | SPOKANE, WA |