← Bloudek, EricaOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jun 3, 2024 to Aug 27, 2024factForm ADV
← BRODT, AARON, PAULOwnerCEO, ownership code NA, individual
Jun 3, 2024 to Aug 27, 2024factForm ADV
← Garcia, Peggy, JolenOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 3, 2024 to Aug 27, 2024factForm ADV
← HATFIELD, DAVID, T.OwnerCHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Jun 3, 2024 to Aug 27, 2024factForm ADV
← ARAX BUSINESS TRUSTOwnerMEMBER, ownership code E, domestic entity
Jun 3, 2024 to Aug 27, 2024factForm ADV
← ARAX INVESTMENT PARTNERS, LLCOwnerMEMBER, ownership code E, domestic entity
Jun 3, 2024 to Aug 27, 2024factForm ADV
← ARAX MIDCO, LLCOwnerMEMBER, ownership code E, domestic entity
Jun 3, 2024 to Aug 27, 2024factForm ADV
← ARAX WEALTH MANAGEMENT, LLCOwnerMEMBER, ownership code D, domestic entity
Jun 3, 2024 to Aug 27, 2024factForm ADV
← ASHTON THOMAS MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 3, 2024 to Aug 27, 2024factForm ADV
← HANA HOLDINGS, LLCOwnerMEMBER, ownership code F, domestic entity
Jun 3, 2024 to Aug 27, 2024factForm ADV
← REDBIRD CAPITAL PARTNERS FUND IV GENPAR LLCOwnerTRUSTEE, ownership code F, domestic entity
Jun 3, 2024 to Aug 27, 2024factForm ADV
← WEALTHVISION, LLCOwnerMEMBER, ownership code F, domestic entity
Jun 3, 2024 to Aug 27, 2024factForm ADV