FLEXIBLE PLAN INVESTMENTS LTD
CRD #110762 SEC #801-21073 BLOOMFIELD HILLS, MI 800-347-3539
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
79
Clients
--
Accounts
12,557
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 10, 2025
- 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 |
|---|---|---|---|---|
| BOHLE, HUBERT, JOHN | I | VP CCO | NA | Control |
| BOHLE, HUBERT, JOHN | I | VP CCO | NA | Control |
| BOHLE, HUBERT, JOHN | I | VP CCO | NA | Control |
| BOHLE, HUBERT, JOHN | I | VP CCO | NA | Control |
| BOHLE, HUBERT, JOHN | I | VP CCO | NA | Control |
| BOHLE, HUBERT, JOHN | I | VP CCO | NA | Control |
| Burke, Sean, Michael | I | CORPORATE COUNSEL | NA | |
| Burke, Sean, Michael | I | CORPORATE COUNSEL | NA | |
| Burke, Sean, Michael | I | CORPORATE COUNSEL | NA | |
| Burke, Sean, Michael | I | CORPORATE COUNSEL | NA | |
| Burke, Sean, Michael | I | CORPORATE COUNSEL | NA | |
| Burke, Sean, Michael | I | CORPORATE COUNSEL | NA | |
| CAHILL, PATRICK, PAUL | I | SENIOR VICE PRESIDENT - NATIONAL SALES MANAGER | NA | Control |
| DARKE, RICHARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| DURSO, LEONARD, JOSEPH | I | VICE PRESIDENT SALES | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| EINKORN, CHRISTINE, GRACE | I | CORPORATE SECRETARY | NA | Control |
| Fernando, Rukshan, Sanjeewa | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Fernando, Rukshan, Sanjeewa | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Fernando, Rukshan, Sanjeewa | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Fernando, Rukshan, Sanjeewa | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Fernando, Rukshan, Sanjeewa | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| GREIG, BRUCE, CAMERON | I | VP & ASSOC. DIRECTOR OF RESEARCH | NA | Control |
| HANNA, TIMOTHY | I | DIRECTOR OF RESEARCH | NA | |
| HANNA, TIMOTHY | I | DIRECTOR OF RESEARCH | NA | |
| HANNA, TIMOTHY | I | DIRECTOR OF RESEARCH | NA | |
| HANNA, TIMOTHY | I | DIRECTOR OF RESEARCH | NA | |
| HIGGINS, MICHELLE, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| HIGGINS, MICHELLE, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| HIGGINS, MICHELLE, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| HIGGINS, MICHELLE, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| HIGGINS, MICHELLE, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| ISEMAN, JOHN, JOSEPH | I | CORPORATE COUNSEL | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | NA | Control |
| Ingalsbe, Jeffrey, Allan | I | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | NA | Control |
| KELLY, MARK, ANTHONY | I | VP SALES | NA | Control |
| KELLY, MARK, ANTHONY | I | VP SALES | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MAUTHE, PETER, BAXTER | I | VICE PRESIDENT OF CORPORATE DEVELOPMENT | NA | Control |
| MCBRIDE, ROBERT | I | CFO / CLO | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCHALE, BETHANY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REID, GREGORY, GRIMALDI | I | VP SALES | NA | Control |
| REID, GREGORY, GRIMALDI | I | VP SALES | NA | Control |
| REID, GREGORY, GRIMALDI | I | VP SALES | NA | Control |
| REID, GREGORY, GRIMALDI | I | VP SALES | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, GREGORY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VP SALES | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VP SALES | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VP SALES | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VP SALES | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VP SALES | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SVENKESEN, WILLIAM, GUSTAF | I | VICE PRESIDENT | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| SZUREK, PHILIP, LEON | I | VP STRATEGIC PLANNING/CFO | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | VP FUND RELATIONS | NA | Control |
| TOTH, RENEE | I | VP FUND RELATIONS | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | VP FUND RELATIONS | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | VP FUND RELATIONS | NA | Control |
| TOTH, RENEE | I | VP FUND RELATIONS | NA | Control |
| TOTH, RENEE | I | VP FUND RELATIONS | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| Teed, Jason, Michael | I | DIRECTOR OF RESEARCH | NA | Control |
| Teed, Jason, Michael | I | DIRECTOR OF RESEARCH | NA | Control |
| Teed, Jason, Michael | I | DIRECTOR OF RESEARCH | NA | Control |
| Teed, Jason, Michael | I | DIRECTOR OF RESEARCH | NA | Control |
| Teed, Jason, Michael | I | DIRECTOR OF RESEARCH | NA | Control |
| Teed, Jason, Michael | I | DIRECTOR OF RESEARCH | NA | Control |
| Teed, Jason, Michael | I | DIRECTOR OF RESEARCH | NA | Control |
| VARADI, DAVID, MARK | I | VICE PRESIDENT ECONOMIC RESEARCH & STRATEGY DEVELOPMENT | NA | |
| VARADI, DAVID, MARK | I | VICE PRESIDENT ECONOMIC RESEARCH & STRATEGY DEVELOPMENT | NA | |
| VARADI, DAVID, MARK | I | VICE PRESIDENT ECONOMIC RESEARCH & STRATEGY DEVELOPMENT | NA | |
| VARADI, DAVID, MARK | I | VICE PRESIDENT ECONOMIC RESEARCH & STRATEGY DEVELOPMENT | NA | |
| WHITE, DAVID, ARTHUR | I | CFO, CORPORATE SECRETARY | NA | Control |
| WHITE, DAVID, ARTHUR | I | CFO | NA | Control |
| WHITE, DAVID, ARTHUR | I | CFO, CORPORATE SECRETARY | NA | Control |
| WHITE, DAVID, ARTHUR | I | CFO, CORPORATE SECRETARY | NA | Control |
| WHITE, DAVID, ARTHUR | I | CFO, CORPORATE SECRETARY | NA | Control |
| WHITE, DAVID, ARTHUR | I | CFO, CORPORATE SECRETARY | NA | Control |
| WHITE, DAVID, ARTHUR | I | CFO, CORPORATE SECRETARY | NA | Control |
| WHITLEY, KENNETH, BRYAN | I | MANAGING DIRECTOR OF SPECIAL PROJECTS, CORPORATE SECRETARY | NA | Control |
| WHITLEY, KENNETH, BRYAN | I | MANAGING DIRECTOR OF SPECIAL PROJECTS, CORPORATE SECRETARY | NA | Control |
| WHITLEY, KENNETH, BRYAN | I | MANAGING DIRECTOR OF SPECIAL PROJECTS, CORPORATE SECRETARY | NA | Control |
| WHITLEY, KENNETH, BRYAN | I | MANAGING DIRECTOR OF SPECIAL PROJECTS, CORPORATE SECRETARY | NA | Control |
| WHITLEY, KENNETH, BRYAN | I | VICE PRESIDENT, STRATEGIC INITIATIVES, CORPORATE SECRETARY | NA | Control |
| WHITLEY, KENNETH, BRYAN | I | VICE PRESIDENT, STRATEGIC INITIATIVES, CORPORATE SECRETARY | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | DIRECTOR OF RESEARCH | NA | Control |
| YANG, ZHAOJI, GEORGE | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| YANG, ZHAOJI, GEORGE | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| YANG, ZHAOJI, GEORGE | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| YANG, ZHAOJI, GEORGE | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| YANG, ZHAOJI, GEORGE | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| WAGNER, JERRY, CHARLES | I | CEO / PRESIDENT | E | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
| TOTH, RENEE | I | EXECUTIVE VICE-PRESIDENT | B | Control |
Registrations
Federal
IA
Jun 10, 2025 REGISTERED
Notice Filings (51)
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