This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current roles

0

Past roles

1

Attributed transactions

0

Confirmed attributions

0

Board seats

0

• Occurred

  Mar 30, 2016
  Person left

  E•••••• R•••••••• (Shareholder/Senior Financial Planner) no longer on Schedule A of LEE Financial Company, LLC

  LEE Financial Company, LLCForm ADVobserved 8 days ago

Graph

Private Equity

Canonical id

dfx:pe:7b9b86db-4db2-4ba4-aa89-5eac73289ddf

First observed

n/a

Last observed

Sep 13, 2026 8 days ago

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.