← REINHARDT, GERALDINEOwnerTRUSTEE, ownership code D, individual
May 15, 2020 to presentfactForm ADV
← NEWQUIST, DANIEL, THOMASOwnerTRUSTEE, ownership code D, individual
Mar 29, 2012 to presentfactForm ADV
← NEWQUIST, DANIEL, THOMASOwnerPRINCIPAL, SENIOR WEALTH ADVISOR, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← REINHARDT, CARL, HEINZOwnerTRUSTEE, ownership code D, individual
Mar 29, 2012 to presentfactForm ADV
← REINHARDT, CARL, HEINZOwnerCHAIRMAN, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← NEWQUIST, TRACY, LEEOwnerTRUSTEE, ownership code D, individual
Mar 29, 2012 to presentfactForm ADV
← NEWQUIST, TRACY, LEEOwnerPRINCIPAL, PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← REINHARDT, MATTHEW, JAMESOwnerSHAREHOLDER, WEALTH ADVISOR, PRINCIPAL, ownership code C, individual
Apr 3, 2017 to presentfactForm ADV
← THE CARL AND GERALDINE REINHARDT LIVING TRUSTOwnerSHAREHOLDER, ownership code C, domestic entity
May 15, 2020 to presentfactForm ADV
← THE NEWQUIST FAMILY TRUSTOwnerSHAREHOLDER, ownership code C, domestic entity
May 15, 2020 to presentfactForm ADV