BERNSTEIN JAMES A appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BERNSTEIN JAMES A appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PRISM PLANNING PARTNERS, LLC | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | LIBERTYVILLE, IL |
| — | Form ADV | MARKET STREET INVESTMENT MANAGEMENT CO | COMPLIANCE OFFICER, ASSISTANT SECRETARY | BERWYN, PA |