# Daniel Needham

Daniel Needham of West Palm Beach, FL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 2 filing roles across Form ADV (1), Form D (1).

## Filings (2)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-07-22 | Form ADV | [MORNINGSTAR INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/112525) | PRESIDENT (RIA ONLY) | CHICAGO, IL |
| 2022-05-05 | Form D | [SmartX Technology Solutions Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1742284&type=&dateb=&owner=include&count=40) | Director | WEST PALM BEACH, FL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.