Neal Jerry Simon appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Neal Jerry Simon appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SOLTIS INVESTMENT ADVISORS, LLC | DIRECTOR | ST. GEORGE, UT |
| 2025-08-12 | Form ADV | EXENCIAL WEALTH ADVISORS, LLC | ELECTED MANAGER | OKLAHOMA CITY, OK |