← BRITTON, CHARLES, FRANKLINOwnerMEMBER, ownership code F, individual
Mar 28, 2024 to Dec 26, 2024factsec_form_adv_history
← PHILLIPS, PENNY, ALEXANDRAOwnerMEMBER / MANAGER, ownership code F, individual
Nov 5, 2020 to Dec 26, 2024factsec_form_adv_history
← PHILLIPS, PENNY, ALEXANDRAOwnerMEMBER, CO-FOUNDER, PRESIDENT, AND CCO, ownership code NA, individual
Nov 5, 2020 to Dec 26, 2024factsec_form_adv_history
← FLYNN, BRIAN, ROwnerMEMBER / MANAGER, ownership code F, individual
Dec 8, 2020 to Dec 26, 2024factsec_form_adv_history
← FLYNN, BRIAN, ROwnerMANAGING PARTNER, CO-FOUNDER, AND FINANCIAL ADVISOR, ownership code NA, individual
Dec 8, 2020 to Dec 26, 2024factsec_form_adv_history
← BROWN, MICHAEL, CHARLESOwnerMEMBER / MANAGER, ownership code F, individual
Dec 8, 2020 to Dec 26, 2024factsec_form_adv_history
← BROWN, MICHAEL, CHARLESOwnerMANAGING PARTNER, CO-FOUNDER, AND FINANCIAL ADVISOR, ownership code NA, individual
Dec 8, 2020 to Dec 26, 2024factsec_form_adv_history
← ECHELON JOURNEY MANAGEMENT LLCOwnerMEMBER, ownership code F, domestic entity
Mar 28, 2024 to Dec 26, 2024factsec_form_adv_history
← JOURNEY STRATEGIC HOLDINGS LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 30, 2021 to Dec 26, 2024factsec_form_adv_history