Daniel Jay Shainberg appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Daniel Jay Shainberg appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-04 | Form ADV | HERITAGE WEALTH MANAGEMENT, INC. | CHIEF INVESTMENT OFFICER | SAN DIEGO, CA |