O'BRIEN SHAUN DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. O'BRIEN SHAUN DANIEL appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CITIZENS SECURITIES, INC. | FINOP | JOHNSTON, RI |
| — | Form ADV | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | ELECTED MANAGER | BOSTON, MA |
| — | Form ADV | CIS CASH MANAGEMENT, INC. | CHIEF FINANCIAL OFFICER, DIRECTOR | CHICAGO, IL |