BERNSTEIN DANIEL ADAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BERNSTEIN DANIEL ADAM appears on 120 filing roles across Form ADV (120).
Showing 50 of 120 filing roles.
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MALAGA COVE CAPITAL, LLC | CHIEF COMPLIANCE OFFICER | PALOS VERDES ESTATES, CA |
| — | Form ADV | EMERALD ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | BELLEVUE, WA |
| — | Form ADV | GRAVES LIGHT LENHART WEALTH, INC. | CHIEF COMPLIANCE OFFICER | HARRISONBURG, VA |
| — | Form ADV | JPL WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | GREENWOOD VILLAGE, CO |
| — | Form ADV | SECOND LINE CAPITAL, LLC | CHIEF COMPLIANCE OFFICER | METAIRIE, LA |
| — | Form ADV | SAMALIN INVESTMENT COUNSEL, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | CHAPPAQUA, NY |
| — | Form ADV | CALLAN CAPITAL, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | LA JOLLA, CA |
| — | Form ADV | UPTICK PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | NACOGDOCHES, TX |
| — | Form ADV | MARKS WEALTH MANAGEMENT | CHIEF COMPLIANCE OFFICER | ELLICOTT CITY, MD |
| — | Form ADV | WATERSTONE WEALTH ADVISORS, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | SOMERSET, NJ |
| — | Form ADV | KFA PRIVATE WEALTH GROUP, LLC | CHIEF COMPLIANCE OFFICER | TYSON, VA |
| — | Form ADV | TORREY GROWTH & INCOME ADVISORS, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | DEL MAR, CA |
| — | Form ADV | DDFG, INC | CHIEF COMPLIANCE OFFICER | THOUSAND OAKS, CA |
| — | Form ADV | FINIVI INC. | CHIEF COMPLIANCE OFFICER | WESTBOROUGH, MA |
| — | Form ADV | FOUNDERS GROVE WEALTH PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | RICHMOND, VA |
| — | Form ADV | SEVENBRIDGE FINANCIAL GROUP, LLC | CHIEF COMPLIANCE OFFICER | HARRISBURG, PA |
| — | Form ADV | MCCOLLUM CHRISTOFERSON GROUP, LLC | MANAGER/CHIEF COMPLIANCE OFFICER | AMHERST, NY |
| — | Form ADV | HILLTOP WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | CHAPEL HILL, NC |
| — | Form ADV | TRUWEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | METAIRIE, LA |
| — | Form ADV | OLD MISSION INVESTMENT COMPANY, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | TRAVERSE CITY, MI |
| — | Form ADV | CURATED WEALTH PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | EL SEGUNDO, CA |
| — | Form ADV | BOGART WEALTH, LLC | CHIEF COMPLIANCE OFFICER | MCLEAN, VA |
| — | Form ADV | MA PRIVATE WEALTH, LLC | CHIEF COMPLIANCE OFFICER | SAN CARLOS, CA |
| — | Form ADV | U.S. WEALTH GROUP, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | WOODBURY, NY |
| — | Form ADV | POWELL FINANCIAL, INC. | PRESIDENT / CHIEF COMPLIANCE OFFICER | CORNELIUS, NC |
| — | Form ADV | SAGE MOUNTAIN ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | ATLANTA, GA |
| — | Form ADV | OPAL WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | JERICHO, NY |
| — | Form ADV | SAIPH CAPITAL, LLC | CHIEF COMPLIANCE OFFICER | WYCKOFF, NJ |
| — | Form ADV | INTELLECTUS PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | REQUISITE CAPITAL MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | TRUEMAN BROWN, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | LAKE ZURICH, IL |
| — | Form ADV | BLUEPOINTE CAPITAL MANAGEMENT, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | MENLO PARK, CA |
| — | Form ADV | FLORENCE CAPITAL ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | CAPITAL INVESTMENT COUNSEL, LLC | CHIEF COMPLIANCE OFFICER | DENVER, CO |
| — | Form ADV | XML FINANCIAL, LLC | CHIEF COMPLIANCE OFFICER | BETHESDA, MD |
| — | Form ADV | ICW INVESTMENT ADVISORS, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | INTEGRATED INVESTMENT CONSULTANTS, LLC | MANAGER/CHIEF COMPLIANCE OFFICER | BLOOMFIELD HILLS, MI |
| — | Form ADV | VANTAGE FINANCIAL PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | ELM GROVE, WI |
| — | Form ADV | KOM WEALTH MANAGEMENT GROUP, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | APPLETON, WI |
| — | Form ADV | STENGER FAMILY OFFICE, LLC | CHIEF COMPLIANCE OFFICER | NAPERVILLE, IL |
| — | Form ADV | RICKETTS FINANCIAL, LLC | CHIEF COMPLIANCE OFFICER | LOUISVILLE, KY |
| — | Form ADV | DILLOW WEALTH MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | OAK BROOK, IL |
| — | Form ADV | RHAME & GORRELL WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | THE WOODLANDS, TX |
| — | Form ADV | TSG ADVICE PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | COLUMBUS, OH |
| — | Form ADV | ELEMENT POINTE ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | MIAMI, FL |
| — | Form ADV | REVOLVE WEALTH PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | HACKENSACK, NJ |
| — | Form ADV | SPINNAKER INVESTMENT GROUP, LLC | CHIEF COMPLIANCE OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | KMG FIDUCIARY PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | TOLEDO, OH |
| — | Form ADV | REGIMEN WEALTH, LLC | CHIEF COMPLIANCE OFFICER | ATLANTA, GA |
| — | Form ADV | BALLAST ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | WOODBURY, MN |