BARRY KEVIN DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BARRY KEVIN DANIEL appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAPFINANCIAL PARTNERS, LLC | CHIEF INVESTMENT OFFICER, INVESTMENT GROUP | RALEIGH, NC |
| — | Form ADV | CANTATA WEALTH MANAGEMENT, LLC | CO-CEO AND CHIEF INVESTMENT OFFICER | CORAL GABLES, FL |
| — | Form ADV | SUMMIT FINANCIAL, LLC | CHIEF INVESTMENT OFFICER | PARSIPPANY, NJ |
| — | Form ADV | CREDIT SUISSE ASSET MANAGEMENT, LLC | MANAGING DIRECTOR | NEW YORK, NY |