KELLY DANIEL JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KELLY DANIEL JOSEPH appears on 17 filing roles across Form ADV (17).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | COYLE FINANCIAL COUNSEL, LLC | CHIEF COMPLIANCE OFFICER | GLENVIEW, IL |
| — | Form ADV | INDEPENDENT ACCESS PARTNERS, LLC | ELECTED MANAGER | HUNT VALLEY, MD |
| — | Form ADV | HSBC SECURITIES (USA) INC. | DIRECTOR | NEW YORK, NY |
| — | Form ADV | RINCON VENTURE MANAGEMENT, LP | PARTNER, RINCON VENTURE PARTNERS, LLC | — |
| — | Form ADV | RADIX ORGANIZATION, INC. | DIRECTOR/CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | CITIGROUP ALTERNATIVE INVESTMENTS LLC | CHIEF EXECUTIVE OFFICER AND PRESIDENT; MANAGING MEMBER | NEW YORK, NY |
| — | Form ADV | VERDENCE CAPITAL ADVISORS, LLC | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | HUNT VALLEY, MD |
| — | Form ADV | TIMCO ASSET MANAGEMENT, INC. | DIRECTOR, MARKETING AND SALES | STAMFORD, CT |
| — | Form ADV | WHITNELL & CO | BENEFICIARY OF THOMAS NICHOLAS KELLY FAMILY TRUST | OAK BROOK, IL |
| — | Form ADV | TEN-SIXTY ASSET MANAGEMENT, INC. | MANAGING DIRECTOR, COO, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | AMIVEST CORP | SVP/CAO/DIRECTOR | MELVILLE, NY |
| — | Form ADV | QS BATTERYMARCH FINANCIAL MANAGEMENT, INC. | DIRECTOR, GLOBAL MARKETING & SALES/MANAGEMENT COMMITTEE MEMBER | NEW YORK, NY |
| — | Form ADV | TEN-SIXTY ASSET MANAGEMENT, LLC | MANAGING DIRECTOR, COO, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | TREMONT PARTNERS INC | MEMBER, INVEST C'MTTEE. | RYE, NY |
| — | Form ADV | PERFORMANCE TRUST CAPITAL PARTNERS, LLC | BOARD MEMBER | CHICAGO, IL |
| — | Form ADV | OLD LANE, LP | CHIEF EXECUTIVE OFFICER OF CITIGROUP ALTERNATIVE INVESTMENTS LLC | NEW YORK, NY |
| — | Form ADV | CROSSREGIONAL MANAGEMENT LLC | MANAGING MEMBER | GREENWICH, CT |