DANIELS SHARON ANNE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DANIELS SHARON ANNE appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SVB WEALTH LLC | CHIEF OPERATING OFFICER | BOSTON, MA |
| — | Form ADV | SLATESTONE WEALTH LLC | MANAGING MEMBER, CEO, CCO | JUPITER, FL |
| — | Form ADV | WEISS CAPITAL MANAGEMENT, INC. | PRESIDENT/TREASURER | PALM BEACH GARDENS, FL |
| — | Form ADV | BANYAN PARTNERS, LLC | EXECUTIVE VICE PRESIDENT, MEMBER | PALM BEACH GARDENS, FL |
| — | Form ADV | SLATESTONE PRIVATE CLIENT, LLC | CHIEF COMPLIANCE OFFICER | JUPITER, FL |