← KURTZ, MARTIN, FLOYDOwnerDIRECTOR, ownership code NA, individual
Feb 28, 2019 to Oct 16, 2024factForm ADV
← SCHOLZ, DONALD, ROBERTOwnerVICE PRESIDENT, ownership code NA, individual
Feb 27, 2012 to Oct 16, 2024factForm ADV
← MAIER, JOHN, MICHAELOwnerTRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST, ownership code E, individual
Nov 13, 2017 to Oct 16, 2024factForm ADV
← CAIRNS, DANIEL, DAVIDOwnerCHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY, ownership code NA, individual
Feb 27, 2012 to Oct 16, 2024factForm ADV
← EVANS, GEORGE, ECOwnerDIRECTOR, ownership code NA, individual
Mar 4, 2020 to Oct 16, 2024factForm ADV
← WEISS, RUSSELL, STEWARTOwnerCHIEF PLANNING OFFICER, ownership code NA, individual
Feb 28, 2019 to Oct 16, 2024factForm ADV
← NANGLE, PAULA, COOPEROwnerPRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR, ownership code NA, individual
Dec 1, 2016 to Oct 16, 2024factForm ADV
← REINERT, ADAM, JOSEPHOwnerCHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 28, 2019 to Oct 16, 2024factForm ADV
← THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUSTOwnerSHAREHOLDER, ownership code E, domestic entity
Nov 13, 2017 to Oct 16, 2024factForm ADV