Julia Lockhart Simon appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Julia Lockhart Simon appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-01-03 | Form ADV | ARAX ADVISORY PARTNERS | MEMBER | NEW YORK, NY |
| 2025-02-03 | Form ADV | CEDRUS HOLDING CO, LLC | MEMBER | LITTLETON, CO |
| 2025-02-05 | Form ADV | AVERA CAPITAL WEALTH MANAGEMENT, LLC | MEMBER | GRAND JUNCTION, CO |