Joel Craig Simon appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Joel Craig Simon appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-02 | Form ADV | INVESTX ASSET MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |