Daniel Marc Berve

Current Employers

Balefire, Llc

14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-02-01
IL	RA	APPROVED	2024-01-18
IA	RA	APPROVED	2024-01-12
MN	RA	APPROVED	2024-01-12
WI	RA	APPROVED	2024-01-12
CO	RA	APPROVED	2024-01-11
MT	RA	APPROVED	2024-01-11

AZ RA
APPROVED

Since 2024-02-01
IL RA
APPROVED

Since 2024-01-18
IA RA
APPROVED

Since 2024-01-12
MN RA
APPROVED

Since 2024-01-12
WI RA
APPROVED

Since 2024-01-12
CO RA
APPROVED

Since 2024-01-11
MT RA
APPROVED

Since 2024-01-11

Branch Locations

Aurora, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Principal Life Insurance Company	Denver	CO	03/2020	03/2023
Principal Securities Inc	Denver	CO	03/2020	03/2023
Minnetonka Public Schools	Minnetonka	MN	09/2007	03/2020
Visionpoint Group, Llc	Dallas	TX	04/2023	Present
Purshe Kaplan Sterling Investments	Albany	NY	05/2023	Present
Lion Street Financial	Austin	TX	01/2025	Present
Integrity Alliance, Llc.	Urbandale	IA	11/2025	Present

03/2020 → 03/2023

Principal Life Insurance Company

Denver, CO
03/2020 → 03/2023

Principal Securities Inc

Denver, CO
09/2007 → 03/2020

Minnetonka Public Schools

Minnetonka, MN
04/2023 → Present

Visionpoint Group, Llc

Dallas, TX
05/2023 → Present

Purshe Kaplan Sterling Investments

Albany, NY
01/2025 → Present

Lion Street Financial

Austin, TX
11/2025 → Present

Integrity Alliance, Llc.

Urbandale, IA

Previous Registrations

2023-04-18 → 2023-12-31

Balefire, Llc

Aurora, CO

Dallas, TX
2020-05-29 → 2023-04-12

Principal Securities, Inc.

Denver, CO

Other Businesses

1.BALEFIRE, LLC POSITION: Employee NATURE: Registered investment advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2023 ADDRESS: 14221 Dallas Pkway, Suite 100, Dallas TX 75254, United States DESCRIPTION: Provide ongoing advice and planning for existing clients. Advise and support corporate clients to provide retirement solutions to their employees. 2.Fixed Insurance \ Investment Related - Yes \ At registered Location \ Fixed Insurance/Annuity \ Agent \ 4/1/2023 \ 10 hrs \ 10 hrs \ Provide insurance advice based on the needs of client(s). 3.PKSF \ Investment Related - Yes \ At registered Location \ Fixed Insurance/Annuity \ Agent \ 4/1/2023 \ 10 hrs \ 10 hrs \ Provide insurance advice based on the needs of client(s). 4.Grandview High School Head Swim Coach \ Investment Related - No \ 5416 S Riviera Way, Aurora, CO 80015\ Teaching/Coaching \ Head Coach \ 3/1/2021 \ 50 hrs \ 0 hrs \ Coach athletes throughout the spring swim season. Write workouts, run competitions, and plan for the entire season. 5.CHERRY CREEK SCHOOLS POSITION: Employee NATURE: High school swim coach each spring. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 4700 S Yosemite Street, Greenwood Village CO 80111, United States DESCRIPTION: Coach high school age athletes in swimming. Organize practices and meets throughout the season which runs Feb-May.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-28

S66 Uniform Combined State Law Examination

2020-05-28

View on SEC IAPD