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CRD 153558
BETHANY, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GILLESPIE, JOHN, GRATON | Trustee | F | yes | 02/1996 | Feb 8, 2012 | Feb 4, 2015 |
| GILLESPIE, JOHN, GRATON | CHIEF EXECUTIVE OFFICER/MANAGER/CHIEF COMPLIANCE OFFICER | Na | yes | 11/2009 | Feb 8, 2012 | Feb 4, 2015 |
| GILLESPIE, SUSAN, CELESTE | Trustee | F | yes | 02/1996 | Feb 8, 2012 | Feb 4, 2015 |
| THE BRANDON VANLANGINGHAM REVOCABLE TRUST DATED NOVEMBER 5, 2009, BRANDON VANLANDINGHAM, TRUSTEE | Member | C | yes | 04/2010 | Feb 8, 2012 | Feb 4, 2015 |
| THE JOHN G. AND S. CELESTE GILLESPIE REVOCABLE TRUST DATED FEBRUARY 2, 1996 | Member | D | yes | 04/2010 | Feb 8, 2012 | Feb 4, 2015 |
| VANLANDINGHAM, BRANDON, HEATH | Trustee | F | yes | 11/2009 | Feb 8, 2012 | Feb 4, 2015 |
| VANLANDINGHAM, BRANDON, HEATH | CHIEF INVESTMENT OFFICER/MANAGER | Na | yes | 11/2009 | Feb 8, 2012 | Feb 4, 2015 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ACCESS FINANCIAL GROUP, INC. | n/a | Former SEC adviser | $71.1M | N | yes | n/a |
| INFO ACCESS INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2014 | Feb 4, 2015 | $3.7M | $3.7M | 3 | 3 | n/a | n/a | n/a |
| 2013 | Jan 28, 2014 | $3.4M | $3.4M | 3 | 3 | n/a | n/a | n/a |
| 2012 | Feb 7, 2013 | $3.9M | $3.9M | 3 | 3 | n/a | n/a | n/a |
| 2011 | Feb 8, 2012 | $4.8M | $4.8M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2014 | $3.7M | $3.4M | 7.8% | $4.8M | -8.0% | 3 | 3 | n/a | n/a |