Investment adviser representative · Church Organizers Foundation
Anne R. Lee
CRD 4831478 · Mason, MI
At a glance
Anne R. Lee is an investment adviser representative with Church Organizers Foundation in Mason, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anne’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Church Organizers FoundationSince May 2022Mason, MI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.