Daniel Signorelli Heise

Current Employers

Weston Capital Insights

Alpharetta, GA • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-03-25

FL RA
APPROVED

Since 2021-03-25

Branch Locations

Alpharetta, GA • 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
Abc Financial	Weston	FL	11/2018	12/2019
Evo W12 Llc	Weston	FL	01/2018	11/2018
Sprinklr Inc	Weston	FL	05/2015	12/2017
Rdl Capital Llc Dba Weston Capital Insights	Weston	FL	01/2020	Present

11/2018 → 12/2019

Abc Financial

Weston, FL
01/2018 → 11/2018

Evo W12 Llc

Weston, FL
05/2015 → 12/2017

Sprinklr Inc

Weston, FL
01/2020 → Present

Rdl Capital Llc Dba Weston Capital Insights

Weston, FL

Other Businesses

Daniel Heise, an owner of our firm, is also a non-managing member of DGF 7 GP, LLC, which acts as a General Partner to the Venture Capital Fund, LP ("Fund"), an unaffiliated private fund. Since 11/2021. Approximately 20% of time per month devoted to this business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-06-05

S65 Uniform Investment Adviser Law Examination

2020-06-05

Other Names

Daniel Signorelli Heise

View on SEC IAPD