David Russell Daniel appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Russell Daniel appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-29 | Form ADV | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | MANAGING PARTNER | LAFAYETTE, LA |