Daniel Jeremy Berg appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Daniel Jeremy Berg appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-23 | Form ADV | HIGHTOWER ADVISORS, LLC | CHIEF FINANCIAL OFFICER | CHICAGO, IL |
| 2026-01-14 | Form ADV | MADISON AVENUE SOLUTIONS, LLC | DIRECTOR FINANCE | CHICAGO, IL |
| 2025-11-13 | Form ADV | DELTA ASSET MANAGEMENT, LLC | EXECUTIVE DIRECTOR OF FINANCE | MEMPHIS, TN |
| 2025-04-22 | Form ADV | DUNCKER, STREETT & CO., LLC | DIRECTOR OF FINANCE | ST. LOUIS, MO |
| 2025-03-27 | Form ADV | HARVEY INVESTMENT COMPANY, LLC | SECRETARY & TREASURER | LOUISVILLE, KY |
| 2025-03-28 | Form ADV | WEALTHTRUST AXIOM, LLC | CHIEF FINANCIAL OFFICER | WAYNE, PA |