RETIREMENT INVESTMENT ADVISORS INC
CRD #106316 SEC #801-43702 OKLAHOMA CITY, OK 405-842-3443
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
19
Clients
--
Accounts
1,381
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 26, 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 |
|---|---|---|---|---|
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL, RINGROSE | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL, RINGROSE | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL, RINGROSE | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL, RINGROSE | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL, RINGROSE | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL, RINGROSE | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL, RINGROSE | I | EXECUTIVE VICE PRESIDENT | NA | |
| ALEXANDER, CAROL, RINGROSE | I | EXECUTIVE VICE PRESIDENT | NA | |
| ATWOOD, TRACY, ANN | I | EXECUTIVE VICE PRESIDENT | NA | |
| ATWOOD, TRACY, ANN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BASS, KELLI, LEIGH | I | ASSISTANT CHIEF COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & ASSISTANT COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & ASSISTANT COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT | NA | |
| BOLANDER, BRENDA, SUE | I | EXECUTIVE VICE PRESIDENT | NA | |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | FOUNDER | NA | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | NA | Control |
| DIMARIA, DONNA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVAN, MICHAEL, ANDREW | I | DIRECTOR | NA | Control |
| EVAN, MICHAEL, ANDREW | I | DIRECTOR | NA | Control |
| EVAN, MICHAEL, ANDREW | I | DIRECTOR | NA | Control |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | EXECUTIVE VICE PRESIDENT | NA | |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FLINTON, ANDREW, KENNETH | I | PRESIDENT | NA | Control |
| FRANKE, JADE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANKE, JADE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANKE, JADE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANKE, JADE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANKE, JADE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANKE, JADE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FULLER, CHRISTINE, KAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| FULLER, CHRISTINE, KAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| FULLER, CHRISTINE, KAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| FULLER, CHRISTINE, KAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORN, DAVID, ANTHONY | I | DIRECTOR | NA | Control |
| HUGHES, THEODORE, JOHN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| MISIALEK, HEATHER, JO | I | ASSISTANT COMPLIANCE OFFICER | NA | |
| MISIALEK, HEATHER, JO | I | ASSISTANT COMPLIANCE OFFICER | NA | |
| MISIALEK, HEATHER, JO | I | ASSISTANT COMPLIANCE OFFICER | NA | |
| MISIALEK, HEATHER, JO | I | ASSISTANT COMPLIANCE OFFICER | NA | |
| MISIALEK, HEATHER, JO | I | ASSISTANT COMPLIANCE OFFICER | NA | |
| MISIALEK, HEATHER, JO | I | ASSISTANT COMPLIANCE OFFICER | NA | |
| MISIALEK, HEATHER, JO | I | ASSISTANT COMPLIANCE OFFICER | NA | |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| NOEL, MICHAEL, CALEB | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| RUDY, CHAD, ALLEN | I | VICE PRESIDENT OF OPERATIONS - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | SENIOR VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | SENIOR VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | SENIOR VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | SENIOR VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | SENIOR VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | VICE PRESIDENT OF OPERATIONS - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | SENIOR VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| RUDY, CHAD, ALLEN | I | EXECUTIVE VICE PRESIDENT - TEXAS | NA | |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| STERLING, SYLVIA, LEIGH | I | VICE PRESIDENT | NA | |
| STERLING, SYLVIA, LEIGH | I | SENIOR VICE PRESIDENT | NA | |
| STERLING, SYLVIA, LEIGH | I | SENIOR VICE PRESIDENT | NA | |
| STERLING, SYLVIA, LEIGH | I | VICE PRESIDENT | NA | |
| STERLING, SYLVIA, LEIGH | I | SENIOR VICE PRESIDENT | NA | |
| STERLING, SYLVIA, LEIGH | I | SENIOR VICE PRESIDENT | NA | |
| STERLING, SYLVIA, LEIGH | I | SENIOR VICE PRESIDENT | NA | |
| STERLING, SYLVIA, LEIGH | I | SENIOR VICE PRESIDENT | NA | |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| THURMAN, RANDY, LOYN | I | CEO | NA | Control |
| WARREN, MELINDA, M | I | EXECUTIVE VICE PRESIDENT | NA | |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | 100% SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP CORP | DE | SHAREHOLDER | E | Control |
| NFP. CORP. | DE | SHAREHOLDER | E | Control |
| NFP. CORP. | DE | SHAREHOLDER | E | Control |
| NFP. CORP. | DE | SHAREHOLDER | E | Control |
| BOWIE, JOSEPH, WAYNE | I | CO-PRESIDENT & CEO | D | Control |
| THURMAN, RANDY, LOYN | I | CO-PRESIDENT & CFO | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTERS VI-A, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTERS VI-A&C, LP | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| AON, PLC | FE | RANDOLPH FINANCE UNLIMITED COMPANY | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP HOLDINGS, LLC | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | PATRIOT INVESTMENT HOLDINGS, LLC | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | PATRIOT INVESTMENT HOLDINGS, LLC | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP HOLDINGS, LLC | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP HOLDINGS, LLC | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP HOLDINGS, LLC | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP HOLDINGS, LLC | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP HOLDINGS, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS A CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP | DE | NFP CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDING A. CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A CORP | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A CORP | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS LLC | E | Control |
| PATRIOT INTERMEDIATE HOLDINGS A CORP | DE | PATRIOT INTERMEDIATE HOLDINGS B CORP | E | Control |
| PATRIOT INTERMEDIATE HOLDINGS A CORP | DE | PATRIOT INTERMEDIATE HOLDINGS B CORP | E | Control |
| PATRIOT INTERMEDIATE HOLDINGS B. CORP | DE | NATIONAL FINANCIAL PARTNERS INC | E | Control |
| PATRIOT INTERMEDIATE HOLDINGS B. CORP | DE | NATIONAL FINANCIAL PARTNERS INC | E | Control |
| PATRIOT INVESTMENT HOLDINGS LLC | DE | PATRIOT INTERMEDIATE HOLDINGS A CORP | E | Control |
| PATRIOT INVESTMENT HOLDINGS LLC | DE | PATRIOT INTERMEDIATE HOLDINGS A CORP | E | Control |
| RANDOLPH ACQUISITION CORP | DE | NFP INTERMEDIATE HOLDINGS B. CORP | E | Control |
| RANDOLPH FINANCE UNLIMITED COMPANY | FE | RANDOLPH ACQUISITION CORP | E | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTERS VI-A, LP | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN PARTERS VI-A&C, LP | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, LP | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Nov 26, 2025 REGISTERED
Notice Filings (24)
AL AR AZ CA CO FL GA IL KS LA MI MO MT NC NE NV OK OR PA TN TX VA WA WI
Address
2925 UNITED FOUNDERS BLVDOKLAHOMA CITY, OK 73112
United States
Phone: 405-842-3443