Lindsey Helaine Simon appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lindsey Helaine Simon appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CONSTELLATION WEALTH CAPITAL, LLC | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| 2025-03-31 | Form ADV | CORTLAND INVESTMENT MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | ATLANTA, GA |