Bernal Jorge A appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Bernal Jorge A appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | CHIEF OPERATIONS OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | UNITED CAPITAL FINANCIAL ADVISORS, LLC | CHIEF OPERATING OFFICER | IRVING, TX |