RIA Intelligence

EVERGREEN CAPITAL MANAGEMENT LLC

CRD #104931 SEC #801-20248 BELLEVUE, WA 425-467-4600
SEC Registered Private Funds
Total AUM
$5.2B
Discretionary
$5.1B
Employees
38
Clients
--
Accounts
3,147

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA
DICKS, JEFFREY, BIPORTOLIO MANAGERNA Control
DICKS, JEFFREY, BIPORTOLIO MANAGERNA Control
DICKS, JEFFREY, BIPORTOLIO MANAGERNA Control
DICKS, JEFFREY, BICO-CHIEF INVESTMENT OFFICERNA Control
DICKS, JEFFREY, BICO-CHIEF INVESTMENT OFFICERNA Control
DICKS, JEFFREY, BICO-CHIEF INVESTMENT OFFICERNA Control
DICKS, JEFFREY, BICO-CHIEF INVESTMENT OFFICERNA Control
DICKS, JEFFREY, BICHIEF INVESTMENT OFFICERNA Control
DICKS, JEFFREY, BICHIEF INVESTMENT OFFICERNA Control
DUNN, STEPHEN, JEROMEISHAREHOLDERNA
DUNN, STEPHEN, JEROMEISHAREHOLDERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
DUNN, STEPHEN, JEROMEICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSICO-CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSICO-CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSICO-CHIEF INVESTMENT OFFICERNA Control
HAY, DAVID, MILLSICO-CHIEF INVESTMENT OFFICERNA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERNA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERNA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERNA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERNA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERNA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICERNA Control
HAY, WILLIAM, WYATTICHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICERNA Control
MORRIS, SHARMON, MARIEICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
OTIS, JEFFREY, EARLIOWNERNA Control
OTIS, JEFFREY, EARLIOWNERNA Control
OTIS, JEFFREY, EARLIOWNERNA Control
OTIS, JEFFREY, EARLIOWNERNA Control
OTIS, JEFFREY, EARLIOWNERNA Control
RAZORE, C.JEFFISHAREHOLDERNA
RAZORE, C.JEFFISHAREHOLDERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, C.JEFFIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, JEFFREY, WARRENIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, JEFFREY, WARRENIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, JEFFREY, WARRENIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, JEFFREY, WARRENIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, JEFFREY, WARRENIBRAND DEVELOPMENT MANAGER /MEMBERNA
RAZORE, JEFFREY, WARRENIBRAND DEVELOPMENT MANAGER /MEMBERNA
WATSON, ROSANN, KAYICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
WATSON, ROSANN, KAYICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
WIESMANN, MICHAEL, JAYISHAREHOLDERNA
WIESMANN, MICHAEL, JAYISHAREHOLDERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
WIESMANN, MICHAEL, JAYICUSTOMER RELATIONSHIP MANAGER/MEMBERNA
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
HAY, DAVID, MILLSIMEMBER/CHIEF INVESTMENT OFFICERE Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
D AND M HAY LLCDEMEMBERD Control
HAY, DAVID, MILLSIMEMBERD Control
KARR, WILLIAM, THOMASIMEMBERD Control
KARR, WILLIAM, THOMASIMEMBERD Control
MORRIS, LARRY, PINKLEYIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
MORRIS, LARRY, PINKLEYDEMANAGING MEMBERC Control
MORRIS, LARRY, PINKLEYDEMANAGING MEMBERC Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPALB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCEB Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCEB Control
LENAPE INC.DESHAREHOLDERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
LENAPE INC.DEMEMBERB
MORRIS, LARRY, PINKLEYIMEMBERB Control
MORRIS, LARRY, PINKLEYIMEMBERB Control
MORRIS, LARRY, PINKLEYIMEMBERB Control
MORRIS, LARRY, PINKLEYIMEMBERB Control
MORRIS, LARRY, PINKLEYIMEMBERB Control
MORRIS, LARRY, PINKLEYIMEMBERB Control
MORRIS, LARRY, PINKLEYIMEMBERB Control
MORRIS, LARRY, PINKLEYIMEMBERB Control
MORRIS, LARRY, PINKLEYIMEMBERB Control
SINITSA, OLESYA, SIDIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBERB Control
SINITSA, OLESYA, SIDIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBERB Control
SINITSA, OLESYA, SIDIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBERB Control
SINITSA, OLESYA, SIDIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBERB Control
SINITSA, OLESYA, SIDIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBERB Control
SINITSA, OLESYA, SIMEMBERB Control
SINITSA, OLESYA, SIMEMBERB Control
SINITSA, OLESYA, SIMEMBERB Control
SINITSA, OLESYA, SIMEMBERB Control
SINITSA, OLESYA, SIMEMBERB Control
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
SINITSA, OLESYA, SIMEMBERB
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCEA Control
EULBERG, JEFFREY, MICHAELIDIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCEA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERA Control
HAY, TYLER, BRADLEYICHIEF COMPLIANCE OFFICERA Control
HAY, TYLER, BRADLEYICHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYICHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
HAY, TYLER, BRADLEYIMEMBER/CHIEF EXECUTIVE OFFICERA Control
MORRIS, LARRY, PINKLEYIMEMBERA Control
SINITSA, OLESYA, SIMEMBERA
SINITSA, OLESYA, SIMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CREEL, KELLY, LUSKILENAPE INC.E
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E
CREEL, KELLY, LUSKILENAPE INC.E
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
CREEL, KELLY, LUSKILENAPE INC.E Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control
HAY, DAVID, MILLSID AND M HAY LLCE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (41)

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Address

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SUITE 100
BELLEVUE, WA 98004
United States
Phone: 425-467-4600