SIMON NEAL JERRY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SIMON NEAL JERRY appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SAVANT CAPITAL, LLC | MANAGER | ROCKFORD, IL |
| — | Form ADV | EXENCIAL WEALTH ADVISORS, LLC | ELECTED MANAGER | OKLAHOMA CITY, OK |
| — | Form ADV | HIGHLINE WEALTH MANAGEMENT, LLC | SHAREHOLDER | ROCKVILLE, MD |
| — | Form ADV | MELTZER WEALTH MANAGEMENT | PRESIDENT, CHIEF COMPLIANCE OFFICER | BETHESDA, MD |
| — | Form ADV | WEALTHSPIRE ADVISORS, L.P. | CHIEF EXECUTIVE OFFICER | POTOMAC, MD |