← EFFRESS, RICHARD, JOSEPHOwnerMANAGING PARTNER, ownership code D, individual
Mar 26, 2012 to Oct 21, 2024factsec_form_adv_history
← SIMPSON, STEVEN, SCOTTOwnerTRUSTEE, ownership code F, individual
Mar 30, 2017 to Oct 21, 2024factsec_form_adv_history
← SIMPSON, STEVEN, SCOTTOwnerMANAGING PARTNER, ownership code D, individual
Mar 30, 2017 to Oct 21, 2024factsec_form_adv_history
← VO HAMADA, NANCY, THUYOwnerCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Aug 2, 2024 to Oct 21, 2024factsec_form_adv_history
← SIMPSON, LAUREN, MICHELLEOwnerTRUSTEE, ownership code F, individual
Mar 30, 2017 to Oct 21, 2024factsec_form_adv_history
← EFFRESS, JESSICA, SLOOPOwnerGRANTOR, ownership code F, individual
Mar 30, 2017 to Oct 21, 2024factsec_form_adv_history
← EFFRESS, JESSICA, SLOOPOwnerMANAGER, ownership code F, individual
Mar 30, 2017 to Oct 21, 2024factsec_form_adv_history
← JESSICA S. EFFRESS 2012 TRUSTOwnerMEMBER, ownership code C, domestic entity
Mar 31, 2022 to Oct 21, 2024factsec_form_adv_history
← RICHARD J. EFFRESS FAMILY TRUSTOwnerMEMBER, ownership code NA, domestic entity
Mar 28, 2019 to Oct 21, 2024factsec_form_adv_history
← SIMPSON FAMILY TRUST 12/15/09OwnerMEMBER, ownership code D, domestic entity
Mar 30, 2017 to Oct 21, 2024factsec_form_adv_history