LEE JOHN D appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEE JOHN D appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | VANTAGE WEALTH MANAGEMENT, LLC | MEMBER | SAN MATEO, CA |
| — | Form ADV | CAPITAL FORMATION GROUP, INC. | CHIEF COMPLIANCE OFFICER | WELLESLEY, MA |