HOFFMAN DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HOFFMAN DANIEL appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BALASA DINVERNO FOLTZ LLC | VICE PRESIDENT | ITASCA, IL |
| — | Form ADV | BALASA & HOFFMAN INC | VICE PRESIDENT | SCHAUMBURG, IL |
| — | Form ADV | PAGODA ASSET MANAGEMENT, LP | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | ECLIPSE PRIVATE WEALTH MANAGEMENT, LLC | CCO | AURORA, IL |