BERNDT SARAH JANE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BERNDT SARAH JANE appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAMELOT PORTFOLIOS, LLC | CHIEF INVESTMENT STRATEGIST | MAUMEE, OH |
| — | Form ADV | MUNN WEALTH MANAGEMENT, LLC | OWNER | MAUMEE, OH |
| — | Form ADV | ATLANTIS WEALTH ADVISORS LLC | CHIEF INVESTMENT STRATEGIST | MAUMEE, OH |
| — | Form ADV | PRIVATE WEALTH CONSULTANTS LTD | CHIEF INVESTMENT STRATEGIST | TOLEDO, OH |
| — | Form ADV | CAMELOT FUNDS, LLC | CHIEF INVESTMENT STRATEGIST | MAUMEE, OH |