DFX Intelligence
Reading the graph
Reading the graph
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Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Also named here, with no published line of their own (reach them through the firm): Rick M Lewis (Executive Officer), Casey D Tansey (Executive Officer), Steven M Krausz (Executive Officer), Jonathan D Root (Executive Officer).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan