Daniel Edward Needham appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Daniel Edward Needham appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-02 | Form ADV | MORNINGSTAR INVESTMENT MANAGEMENT LLC | CO-PRESIDENT, MORNINGSTAR WEALTH | CHICAGO, IL |