Daniel Ortega of Memphis, TN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Daniel Ortega appears on 3 filing roles across Form ADV (2), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-10-20 | Form ADV | B. RILEY WEALTH ADVISORS, INC. | CHIEF COMPLIANCE OFFICER | MEMPHIS, TN |
| 2025-05-19 | Form ADV | B. RILEY WEALTH PRIVATE SHARES, LLC | CHIEF COMPLIANCE OFFICER | MEMPHIS, TN |
| 2026-02-17 | Form 13F | B. Riley Wealth Advisors, Inc. | Chief Compliance Officer | MEMPHIS, TN |