ORTEGA DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ORTEGA DANIEL appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | B. RILEY WEALTH ADVISORS, INC. | CHIEF SUPERVISORY OFFICER | MEMPHIS, TN |
| — | Form ADV | NATIONAL PRIVATE SHARES, INC. | CHIEF SUPERVISORY OFFICER | BOCA RATON, FL |