LAFFER TENGLER INVESTMENTS, INC.
CRD #108068 SEC #801-56953 NASHVILLE, TN 800-838-3468
SEC Registered
Total AUM
$622M
Discretionary
$622M
Employees
15
Clients
0
Accounts
673
Firm Details
- Organization Type
- Corporation
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Asher, Sheila | I | CHIEF OPERATING OFFICER | NA | |
| Asher, Sheila | I | CHIEF OPERATING OFFICER | NA | |
| Asher, Sheila | I | CHIEF OPERATING OFFICER | NA | |
| Asher, Sheila | I | CHIEF OPERATING OFFICER | NA | |
| Asher, Sheila | I | CHIEF OPERATING OFFICER | NA | |
| BARGE, MARVIN, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARGE, MARVIN, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARGE, MARVIN, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CURLEY, JONATHAN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | CHIEF OPERATING OFFICER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LAFFER, ARTHUR, BETZ | I | PORTFOLIO MANAGER AND PRESIDENT | NA | Control |
| LYNCH, DEBRA, BELLANTONI | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYNCH, DEBRA, BELLANTONI | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYNCH, DEBRA, BELLANTONI | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYNCH, DEBRA, BELLANTONI | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYNCH, DEBRA, BELLANTONI | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYNCH, DEBRA, BELLANTONI | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYNCH, DEBRA, BELLANTONI | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYNCH, DEBRA, BELLANTONI | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | ASSISTANT COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACH, KATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOS, JESSICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOS, JESSICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sos, Jessica | I | CHIEF COMPLIANCE OFFICER | NA | |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| TENGLER, NANCY, CAVEN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN | C | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT | C | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | CHAIRMAN/DIRECTOR | B | Control |
| LAFFER, ARTHUR, BETZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR | B | Control |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| ALTREE, TRICIA, MARGARET | I | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| GENERAL ELECTRIC PENSION TRUST | DE | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, ALLISON, BLAIR | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, JUSTIN, CHARLES | I | SHAREHOLDER | A | |
| LAFFER, RACHEL, VIRGINIA | I | EXECUTIVE VICE PRESIDENT | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | EXECUTIVE VICE PRESIDENT | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | EXECUTIVE VICE PRESIDENT | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | EXECUTIVE VICE PRESIDENT | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | Control |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | |
| LAFFER, RACHEL, VIRGINIA | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A | |
| REMBERT, MOLLY, BETZ | I | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHERJOSEPH & CO. LLC | DE | BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | D | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| BUTCHER, KEITH, DELBERT | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
| STRYCHARZ, JOSEPH, JOHN | I | BUTCHERJOSEPH & CO. LLC | C | Control |
Registrations
Federal
IA
Sep 10, 2025 REGISTERED
Notice Filings (46)
AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS NC NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI
Address
1005 17TH AVE SSUITE 900
NASHVILLE, TN 37212
United States
Phone: 800-838-3468