David Morgan of New York, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Morgan appears on 11 filing roles across Form D (8), Form ADV (2), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | W1M WEALTH MANAGEMENT LIMITED | NON- EXECUTIVE DIRECTOR | LONDON, FL |
| 2025-07-21 | Form ADV | WAVERTON INVESTMENT MANAGEMENT LIMITED | NON-EXECUTIVE DIRECTOR | LONDON |
| 2024-10-10 | Form 13F | MorganRosel Wealth Management, LLC | Chief Compliance Officer | HIGHLANDS RANCH, CO |
| 2019-06-20 | Form D | Simulmedia, Inc. | Executive Officer | NEW YORK, NY |
| 2011-06-08 | Form D | BLUE WHALE MARKETING GROUP, INC. | Director | WESTON, FL |
| 2022-08-09 | Form D | mParticle, Inc. | Executive Officer | NEW YORK, NY |
| 2015-03-12 | Form D | CIRQUE ENERGY, INC. | Executive Officer | DETROIT, MI |
| 2024-12-16 | Form D | Lineage Brands, LLC | Director | BALA CYNWYD, PA |
| 2021-04-01 | Form D | BUD & MARY'S, LLC | Director | PHILADELPHIA, PA |
| 2022-04-04 | Form D | Zephyr AI, Inc. | Executive Officer | McLean, VA |
| 2026-05-15 | Form D | Allied Innovation Artificial Intelligence Fund, LLC | Related Person | NEW YORK, NY |