← DICKS, JEFFREY, BOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 30, 2019 to Aug 15, 2024factForm ADV
← OTIS, JEFFREY, EARLOwnerOWNER, ownership code NA, individual
Jul 11, 2023 to Aug 15, 2024factForm ADV
← HAY, TYLER, BRADLEYOwnerMEMBER/CHIEF EXECUTIVE OFFICER, ownership code A, individual
Mar 28, 2012 to Aug 15, 2024factForm ADV
← EULBERG, JEFFREY, MICHAELOwnerDIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCE, ownership code B, individual
Mar 29, 2016 to Aug 15, 2024factForm ADV
← HAY, WILLIAM, WYATTOwnerCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 29, 2016 to Aug 15, 2024factForm ADV
← HAY, DAVID, MILLSOwnerMEMBER, ownership code E, individual
Mar 28, 2012 to Aug 15, 2024factForm ADV
← HAY, DAVID, MILLSOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 28, 2012 to Aug 15, 2024factForm ADV
← D AND M HAY LLCOwnerMEMBER, ownership code D, domestic entity
Apr 1, 2013 to Aug 15, 2024factForm ADV