← RAFFONE, LAWRENCE, MICHAELOwnerCEO/PRESIDENT, ownership code NA, individual
Jul 22, 2021 to presentfactsec_form_adv_history
← ANTONE, LEWIS, EMERSONOwnerEVP, GENERAL COUNSEL, SECRETARY, ownership code NA, individual
Jul 22, 2021 to presentfactsec_form_adv_history
← RAMOS, MARIO, MARQUESOwnerEVP & CFO, ownership code NA, individual
Jul 22, 2021 to presentfactsec_form_adv_history
← ROBBINS, JONATHAN, DAVIDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 22, 2021 to presentfactsec_form_adv_history
← JONES, CHRISTOPHER, LEIGHOwnerEVP, ownership code NA, individual
Jul 22, 2021 to presentfactsec_form_adv_history
← O'DONNELL, KELLY, SUSANOwnerEVP, HEAD OF WORKPLACE, ownership code NA, individual
Jul 22, 2021 to presentfactsec_form_adv_history
← NEDDER, JOSEPH, ARTHUROwnerEVP, HR & COO, ownership code NA, individual
Jul 22, 2021 to presentfactsec_form_adv_history
← APPROPRIATE BALANCE HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← EDELMAN FINANCIAL ENGINES HOLDINGS I, LLCOwnerSOLE STOCKHOLDER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← EDELMAN FINANCIAL ENGINES HOLDINGS I, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← EDELMAN FINANCIAL ENGINES HOLDINGS II, INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← EDELMAN FINANCIAL ENGINES HOLDINGS III, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← EDELMAN FINANCIAL ENGINES HOLDINGS IV, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← EDELMAN FINANCIAL ENGINES INVESTMENTS, LLCOwnerMEMBER, ownership code C, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← EDELMAN FINANCIAL ENGINES, L.P.OwnerMEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← EDELMAN FINANCIAL ENGINES, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← H&F FLIGHT GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← THE EDELMAN FINANCIAL ENGINES CENTER, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history
← VIRIDIAN INVESTMENT MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 22, 2021 to presentfactsec_form_adv_history