# Daniel Ortega

Daniel Ortega of Memphis, TN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (2), Form 13F (1).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-10-20 | Form ADV | [B. RILEY WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/115927) | CHIEF COMPLIANCE OFFICER | MEMPHIS, TN |
| 2025-05-19 | Form ADV | [B. RILEY WEALTH PRIVATE SHARES, LLC](https://search.stillhousedata.com/firm/315851) | CHIEF COMPLIANCE OFFICER | MEMPHIS, TN |
| 2026-02-17 | Form 13F | [B. Riley Wealth Advisors, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1464811&type=&dateb=&owner=include&count=40) | Chief Compliance Officer | MEMPHIS, TN |


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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.