DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner27 years in industry

DANIEL BLAKE NEWBERG

Advisor at BERKELEY CAPITAL PARTNERS, LLC

MILTON, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69f3568b-1b87-2cb4-028e-bdb5001c7406

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Oct 5, 1999 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Daniel Blake Newberg

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BERKELEY CAPITAL PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 14, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 14, 1999
First registration: Oct 5, 1999
Dual registered: no
Other names: DAN NEWBERG
IAPD individual key: 2100977

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BERKELEY CAPITAL PARTNERS, LLC	Independent wealth	Aug 20, 2015	n/a	yes	MILTON, GA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 10, 2009	Aug 25, 2015	no	NORCROSS, GA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 30, 2009	no	ATLANTA, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 5, 1999	Jun 1, 2009	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	BERKELEY CAPITAL PARTNERS, LLC	Aug 25, 2015	Aug 20, 2015	-5	Firm change	Wirehouse to new firm
MORGAN STANLEY	WELLS FARGO ADVISORS	Jul 30, 2009	Jul 10, 2009	-20	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:281082:GA:2015-08-25	Aug 25, 2015	Aug 20, 2015	NORCROSS, GA	Firm change

Relationships

Registered with (4)

→ BERKELEY CAPITAL PARTNERS, LLCRegistered adviserregistration: current employment
Aug 20, 2015 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 10, 2009 to Aug 25, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 30, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 5, 1999 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69f3568b-1b87-2cb4-028e-bdb5001c7406
First observed: Oct 5, 1999
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DANIEL BLAKE NEWBERG

Advisor at BERKELEY CAPITAL PARTNERS, LLC

MILTON, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69f3568b-1b87-2cb4-028e-bdb5001c7406

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BERKELEY CAPITAL PARTNERS, LLC

Independent wealth

Aug 20, 2015

n/a

yes

MILTON, GA

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jul 10, 2009

Aug 25, 2015

NORCROSS, GA

Previous registration

MORGAN STANLEY

Wirehouse

Jun 1, 2009

Jul 30, 2009

ATLANTA, GA

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Oct 5, 1999

Jun 1, 2009

ATLANTA, GA|ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

BERKELEY CAPITAL PARTNERS, LLC

Aug 25, 2015

Aug 20, 2015

-5

Firm change

Wirehouse to new firm

MORGAN STANLEY

WELLS FARGO ADVISORS

Jul 30, 2009

Jul 10, 2009

-20

Firm change

Wirehouse to wirehouse

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY

Jun 1, 2009

Bulk transfer

Other

Team

Left

Joined

From

Kind

11025:281082:GA:2015-08-25

Aug 25, 2015

Aug 20, 2015

NORCROSS, GA

Firm change