Lee Karen appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lee Karen appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MERCER GLOBAL ADVISORS INC. | CHIEF MARKETING OFFICER | DENVER, CO |
| — | Form ADV | CHOREO, LLC | CHIEF GROWTH OFFICER | ROCKFORD, IL |
| — | Form ADV | CHOREO PARTNER ALLIANCE, LLC | CHIEF GROWTH OFFICER | ROCKFORD, IL |
| — | Form ADV | REGIS ACQUISITION INC. | CHIEF BUSINESS SOLUTONS OFFICER | DENVER, CO |