← WEALTHSPIRE ADVISORSOwnerOWNER, ownership code E, domestic entity
Dec 21, 2023 to Jun 10, 2024factForm ADV
← LAMENA, MICHAEL, ANTHONYOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← MORIARTY, MICHAEL, JOSEPHOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← POWERS, BRIAN, DAVIDOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← SCHNEIDER, BRETT, RONALDOwnerDIRECTOR, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← MOO, VERONICA, EI CHUNOwnerDIRECTOR, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← O'MALLEY, EDWARD, GEORGEOwnerDIRECTOR, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← SONTAG, ERIC, MATTHEWOwnerPRESIDENT & CHIEF OPERATIONS OFFICER, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← DEL PRIORE, MICHAEL, JOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← STASTNEY, HOYT, RONALDOwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Dec 21, 2023 to Jun 10, 2024factForm ADV
← AON, PLCOwnerOWNER, ownership code E, foreign entity
Apr 29, 2024 to Jun 10, 2024factForm ADV
← NFP CORP.OwnerOWNER, ownership code E, domestic entity
Dec 21, 2023 to Jun 10, 2024factForm ADV
← NFP INTERMEDIATE HOLDINGS B. CORP.OwnerOWNER, ownership code E, domestic entity
Dec 21, 2023 to Jun 10, 2024factForm ADV
← RANDOLPH ACQUISITION CORP.OwnerOWNER, ownership code E, domestic entity
Apr 29, 2024 to Jun 10, 2024factForm ADV
← RANDOLPH FINANCE UNLIMITED COMPANYOwnerOWNER, ownership code E, foreign entity
Apr 29, 2024 to Jun 10, 2024factForm ADV
← WEALTHSPIRE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Dec 21, 2023 to Jun 10, 2024factForm ADV