FIRST PERSONAL FINANCIAL SERVICES INC
Legal name: MCSHANE PARTNERS
CRD #107236 SEC #801-44259 CHARLOTTE, NC 980-585-3390
SEC Registered
Total AUM
$709M
Discretionary
$709M
Employees
11
Clients
251
Accounts
315
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, SANDRA, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| Hoover, Rebecca, Lynn | I | WEALTH ADVISOR | NA | |
| Hoover, Rebecca, Lynn | I | WEALTH ADVISOR | NA | |
| Hoover, Rebecca, Lynn | I | WEALTH ADVISOR | NA | |
| Hoover, Rebecca, Lynn | I | WEALTH ADVISOR | NA | |
| Tomlin, Lorraine, R | I | WEALTH ADVISOR | NA | |
| Tomlin, Lorraine, R | I | WEALTH ADVISOR | NA | |
| Tomlin, Lorraine, R | I | WEALTH ADVISOR | NA | |
| Tomlin, Lorraine, R | I | WEALTH ADVISOR | NA | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | NA | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | NA | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | NA | |
| VAUDRIN, RYAN, MICHAEL | I | WEALTH ADVISOR | NA | |
| VAUDRIN, RYAN, MICHAEL | I | WEALTH ADVISOR | NA | |
| VAUDRIN, RYAN, MICHAEL | I | WEALTH ADVISOR | NA | |
| VAUDRIN, RYAN, MICHAEL | I | WEALTH ADVISOR | NA | |
| RINEHART, MARY | I | OWNER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF INVESTMENT OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF INVESTMENT OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF INVESTMENT OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF INVESTMENT OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | E | Control |
| DONAHOE, DANIELE, MARIE | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| DONAHOE, DANIELE, MARIE | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | C | Control |
| DONAHOE, DANIELE, MARIE | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | C | Control |
| DONAHOE, DANIELE, MARIE | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHAIRMAN | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHAIRMAN | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHAIRMAN | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHAIRMAN | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | OWNER/CHAIRMAN | C | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | B | Control |
| CLARK, DEBORAH, RINEHART | I | MINORITY OWNER/SHAREHOLDER | B | |
| CLARK, DEBORAH, RINEHART | I | MINORITY OWNER/SHAREHOLDER | B | |
| CLARK, DEBORAH, RINEHART | I | MINORITY OWNER/SHAREHOLDER | B | |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CLARK, WILLIAM, ERIC | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOTT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOTT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| VAN NESS, MICHAEL, ELLIOTT | I | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | B | |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | A | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | A | Control |
| CARLSON, SANDRA, BRADLEY | I | PRESIDENT | A | Control |
| MAYBRY, LEAH, ROBERTSON | I | DIRECTOR OF TAX & FAMILY OFFICE SERVICES | A | |
| MAYBRY, LEAH, ROBERTSON | I | DIRECTOR OF TAX & FAMILY OFFICE SERVICES | A | |
| MAYBRY, LEAH, ROBERTSON | I | DIRECTOR OF TAX & FAMILY OFFICE SERVICES | A |
Registrations
Federal
IA
Mar 18, 2024 REGISTERED
Notice Filings (9)
FL GA MD NC NH NY SC TX VA
Address
2150 PARK DR.CHARLOTTE, NC 28204
United States
Phone: 980-585-3390