SMITH DANIEL EDWIN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SMITH DANIEL EDWIN appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SWP FINANCIAL LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | ENCINITAS, CA |
| — | Form ADV | SIMPLIFI, LLC | MANAGEMENT COMMITTEE MEMBER | WINSTON-SALEM, NC |