Daniel Needham of West Palm Beach, FL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Daniel Needham appears on 2 filing roles across Form ADV (1), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-22 | Form ADV | MORNINGSTAR INVESTMENT SERVICES LLC | PRESIDENT (RIA ONLY) | CHICAGO, IL |
| 2022-05-05 | Form D | SmartX Technology Solutions Inc. | Director | WEST PALM BEACH, FL |