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Daniel Blake Newberg

Berkeley Capital Partners, LLC

Milton, GA

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Current Employers
Berkeley Capital Partners, Llc

3000 Heritage Walk Suite 301, Milton, GA 30004 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2015-08-20
TX RA APPROVED 2015-08-20
  • GA RA
    APPROVED
    Since 2015-08-20
  • TX RA
    APPROVED
    Since 2015-08-20

Branch Locations

3000 Heritage Walk Suite 301, Milton, GA 30004 • 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
OrganizationCityStateFromTo
Berkeley Capital Partners, Llc Norcross GA 08/2015 Present
Triad Advisors, Inc. Norcross GA 08/2015 12/2016
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-29
S63 Uniform Securities Agent State Law Examination 1999-04-14
  • S65 Uniform Investment Adviser Law Examination
    1999-04-29
  • S63 Uniform Securities Agent State Law Examination
    1999-04-14
Designations
Other Names
  • Dan Newberg

View on SEC IAPD

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