HOLLY STEPHANIE LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HOLLY STEPHANIE LEE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LUCIA WEALTH SERVICES, LLC | CFO | SAN DIEGO, CA |
| — | Form ADV | PINHOOK CAPITAL, LLC | CHIEF FINANCIAL OFFICER | SAN DIEGO, CA |