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CRD 318158
LARGO, FL
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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED INVESTMENT GROUP, LLC | Member | C | yes | 08/2022 | Oct 9, 2023 | Sep 30, 2024 |
| FINANCIAL ADVISOR ON CALL, LLC | Member | E | yes | 11/2021 | Oct 9, 2023 | Sep 30, 2024 |
| SLEKT INVESTMENTS, LLC | Member | C | yes | 08/2022 | Oct 9, 2023 | Sep 30, 2024 |
| STODDARD, JAMES, LEON | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | Na | yes | 01/2022 | Oct 9, 2023 | Sep 30, 2024 |
| STODDARD, JAMES, LEON | Member | C | yes | 08/2022 | Oct 9, 2023 | Sep 30, 2024 |
| CLARK CAPITAL, LLC | Member | F | no | 01/2024 | Mar 28, 2024 | Sep 30, 2024 |
| TEAM LINDSEY, LLC | Member | F | no | 08/2022 | Oct 9, 2023 | Sep 30, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 28, 2024 | n/a | n/a | 5 | 5 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | n/a | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | n/a | n/a | n/a | n/a | n/a | 5 | n/a | 0 | n/a |