Palmer Daniel of Bakersfeild, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Palmer Daniel appears on 6 filing roles across Form ADV (5), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SANCTUARY ADVISORS, LLC | CHIEF COMPLIANCE OFFICER (INTERIM) | MIAMI, FL |
| — | Form ADV | S.B. VALUE PARTNERS, L.P. | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |
| — | Form ADV | SWBC INVESTMENT ADVISORY SERVICES LLC | CHIEF COMPLIANCE OFFICER | AUSTIN, TX |
| — | Form ADV | SWBC INVESTMENT COMPANY | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |
| — | Form ADV | ADVISORS ASSET MANAGEMENT, INC. | VP, CHIEF COMPLIANCE OFFICER | MONUMENT, CO |
| 2017-04-07 | Form D | EnergyField Solar, Inc. | Director | BAKERSFIELD, CA |