FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Legal name: FINANCIAL SYNERGIES
CRD #105643 SEC #801-30106 HOUSTON, TX 713-623-6600
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
18
Clients
--
Accounts
879
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| VILLARD, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL FRED | DE | PRESIDENT | E | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | E | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | E | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | E | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | E | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | E | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | E | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | E | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| BOOKER, MICHAEL, FRED | I | PRESIDENT/SHAREHOLDER | D | Control |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | C | Control |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | C | Control |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | C | Control |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | C | Control |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | C | Control |
| MINTER, MICHAEL, ALAN | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | C | Control |
| MINTER, MICHAEL, ALAN | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | C | Control |
| MINTER, MICHAEL, ALAN | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | C | Control |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | C | Control |
| ZSCHIESCHE, BRYAN, DAVID | I | PRESIDENT | C | Control |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | C | Control |
| ZSCHIESCHE, BRYAN, DAVID | I | PRESIDENT | C | Control |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | C | Control |
| ZSCHIESCHE, BRYAN, DAVID | I | PRESIDENT | C | Control |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | C | Control |
| ZSCHIESCHE, BRYAN, DAVID | I | PRESIDENT | C | Control |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| HIGHTOWER, HEATH, VERNON | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | CCO | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CCO | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| MINTER, MICHAEL, ALAN | I | PORTFOLIO MANAGER/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| ZSCHIESCHE, BRYAN, DAVID | I | FINANCIAL ADVISOR/SHAREHOLDER | B | |
| GOODSON, WILLIAM, NEIL | I | FINANCIAL ADVISOR/SHAREHOLDER | A | |
| GOODSON, WILLIAM, NEIL | I | FINANCIAL ADVISOR/SHAREHOLDER | A | |
| GOODSON, WILLIAM, NEIL | I | FINANCIAL ADVISOR/SHAREHOLDER | A | |
| GOODSON, WILLIAM, NEIL | I | FINANCIAL ADVISOR/SHAREHOLDER | A | |
| NELSON, KEVIN, ARTHUR | I | FINANCIAL ADVISOR/SHAREHOLDER | A | |
| NELSON, KEVIN, ARTHUR | I | FINANCIAL ADVISOR/SHAREHOLDER | A | |
| NELSON, KEVIN, ARTHUR | I | FINANCIAL ADVISOR/SHAREHOLDER | A | |
| NELSON, KEVIN, ARTHUR | I | FINANCIAL ADVISOR/SHAREHOLDER | A | |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | A | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | SHAREHOLDER | A | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | SHAREHOLDER | A | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | SHAREHOLDER | A | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| VILLARD SCHMOYER, BARBARA, MARIE | I | SHAREHOLDER | A | Control |
Registrations
Federal
IA
Aug 12, 2025 REGISTERED
Notice Filings (26)
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Address
4400 POST OAK PKWYSUITE 200
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