# David Morgan

David Morgan of New York, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 11 filing roles across Form D (8), Form ADV (2), Form 13F (1).

## Filings (11)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [W1M WEALTH MANAGEMENT LIMITED](https://search.stillhousedata.com/firm/132210) | NON- EXECUTIVE DIRECTOR | LONDON, FL |
| 2025-07-21 | Form ADV | [WAVERTON INVESTMENT MANAGEMENT LIMITED](https://search.stillhousedata.com/firm/112200) | NON-EXECUTIVE DIRECTOR | LONDON |
| 2024-10-10 | Form 13F | [MorganRosel Wealth Management, LLC](https://search.stillhousedata.com/firm/291065) | Chief Compliance Officer | HIGHLANDS RANCH, CO |
| 2019-06-20 | Form D | [Simulmedia, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1458198&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2011-06-08 | Form D | [BLUE WHALE MARKETING GROUP, INC.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1522477&type=&dateb=&owner=include&count=40) | Director | WESTON, FL |
| 2022-08-09 | Form D | [mParticle, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1582826&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2015-03-12 | Form D | [CIRQUE ENERGY, INC.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1343979&type=&dateb=&owner=include&count=40) | Executive Officer | DETROIT, MI |
| 2024-12-16 | Form D | [Lineage Brands, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1723513&type=&dateb=&owner=include&count=40) | Director | BALA CYNWYD, PA |
| 2021-04-01 | Form D | [BUD & MARY'S, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1854540&type=&dateb=&owner=include&count=40) | Director | PHILADELPHIA, PA |
| 2022-04-04 | Form D | [Zephyr AI, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1915384&type=&dateb=&owner=include&count=40) | Executive Officer | McLean, VA |
| 2026-05-15 | Form D | [Allied Innovation Artificial Intelligence Fund, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2021379&type=&dateb=&owner=include&count=40) | Related Person | NEW YORK, NY |


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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.