MILLER-GREEN FINANCIAL SERVICES LLC
CRD #110949 SEC #801-60054 HOUSTON, TX 713-224-3100
SEC Registered
Total AUM
$50.2M
Discretionary
$50.2M
Employees
6
Clients
1
Accounts
66
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 24, 2018
- 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 |
|---|---|---|---|---|
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANAGERS | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANAGERS | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANAGERS | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BRUNO, JOHN, KENNETH | I | DIRECTOR | NA | Control |
| BRUNO, JOHN, KENNETH | I | DIRECTOR | NA | Control |
| BRUNO, JOHN, KENNETH | I | BOARD OF MANAGERS | NA | Control |
| BRUNO, JOHN, KENNETH | I | DIRECTOR | NA | Control |
| BRUNO, JOHN, KENNETH | I | BOARD OF MANAGERS | NA | Control |
| BRUNO, JOHN, KENNETH | I | BOARD OF MANAGERS | NA | Control |
| CHAZE, RENE, EMILE | I | DIRECTOR | NA | Control |
| CHAZE, RENE, EMILE | I | DIRECTOR | NA | Control |
| CHAZE, RENE, EMILE | I | DIRECTOR | NA | Control |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VP AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VP AND SECRETARY | NA | |
| FLOYD, WILLIAM, STEWART | I | DIRECTOR | NA | Control |
| FLOYD, WILLIAM, STEWART | I | DIRECTOR | NA | Control |
| FLOYD, WILLIAM, STEWART | I | DIRECTOR | NA | Control |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, DON, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAYES, WILLIAM, PATRICK | I | DIRECTOR | NA | Control |
| HAYES, WILLIAM, PATRICK | I | DIRECTOR | NA | Control |
| HAYES, WILLIAM, PATRICK | I | DIRECTOR | NA | Control |
| HUNT, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUSTON, JAMES, FRANCIS | I | VICE-PRESIDENT | NA | |
| HUSTON, JAMES, FRANCIS | I | VICE-PRESIDENT | NA | |
| HUSTON, JAMES, FRANCIS | I | VICE-PRESIDENT | NA | |
| HUSTON, JAMES, FRANCIS | I | VICE-PRESIDENT | NA | |
| LYKOS, THOMAS, JOHN | I | CCO AND GENERAL COUNSEL | NA | |
| LYKOS, THOMAS, JOHN | I | GENERAL COUNSEL | NA | |
| LYKOS, THOMAS, JOHN | I | GENERAL COUNSEL | NA | |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT AND DIRECTOR | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING DIRECTOR | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING DIRECTOR | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING DIRECTOR AND BOARD OF MANAGERS 9/2015 | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING PRINCIPAL | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING PRINCIPAL | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING PRINCIPAL | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING DIRECTOR | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING PRINCIPAL | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING PRINCIPAL | NA | Control |
| RHAME, JEFFREY, GLYNN | I | MANAGING DIRECTOR AND BOARD OF MANAGERS 9/2015 | NA | Control |
| SHERMAN, ARTHUR, HAAG | I | MANAGING DIRECTOR, GENERAL COUNSEL | NA | Control |
| SHERMAN, ARTHUR, HAAG | I | MANAGING DIRECTOR, GENERAL COUNSEL | NA | Control |
| SHERMAN, ARTHUR, HAAG | I | MANAGING DIRECTOR, GENERAL COUNSEL | NA | Control |
| SHERMAN, ARTHUR, HAAG | I | MANAGING DIRECTOR, GENERAL COUNSEL | NA | Control |
| SHERMAN, ARTHUR, HAAG | I | MANAGING DIRECTOR, GENERAL COUNSEL | NA | Control |
| SHERMAN, ARTHUR, HAAG | I | MANAGING DIRECTOR | NA | Control |
| SHERMAN, ARTHUR, HAAG | I | MANAGING DIRECTOR, ASSOCIATE GENERAL COUNSEL | NA | Control |
| SHERMAN, ARTHUR, HAAG | I | MANAGING DIRECTOR | NA | Control |
| TECTONIC SERVICES LLC | DE | MANAGING MEMBER | NA | Control |
| TECTONIC SERVICES LLC | DE | MANAGING MEMBER | NA | Control |
| TECTONIC SERVICES LLC | DE | MANAGING MEMBER | NA | Control |
| TECTONIC SERVICES LLC | DE | MANAGING MEMBER | NA | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| MILLER, BERT, EARL | I | PRESIDENT | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | OWNER | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | OWNER | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | OWNER | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | OWNER | E | Control |
| SANDERS MORRIS HARRIS GROUP, INC. | DE | OWNER | E | Control |
| SANDERS MORRIS HARRIS GROUP, INC. | DE | OWNER | E | Control |
| SANDERS MORRIS HARRIS GROUP, INC. | DE | OWNER | E | Control |
| SANDERS MORRIS HARRIS GROUP, INC. | DE | OWNER | E | Control |
| SANDERS MORRIS HARRIS INC. | DE | OWNER | E | Control |
| SANDERS MORRIS HARRIS INC. | DE | OWNER | E | Control |
| SANDERS MORRIS HARRIS INC. | DE | OWNER | E | Control |
| SUMMER WEALTH MANAGEMENT LLC | DE | SHAREHOLDER | E | Control |
| SUMMER WEALTH MANAGEMENT LLC | DE | SHAREHOLDER | E | Control |
| SUMMER WEALTH MANAGEMENT LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT LLC | DE | MANAGER-MANAGED BY THE SOLE MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT LLC | DE | MANAGER-MANAGED BY THE SOLE MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT LLC | DE | MEMBER | E | Control |
| TECTONIC HOLDINGS LLC | DE | OWNER | E | Control |
| TECTONIC HOLDINGS LLC | DE | OWNER | E | Control |
| TECTONIC HOLDINGS LLC | DE | OWNER | E | Control |
| TECTONIC HOLDINGS LLC | DE | OWNER | E | Control |
| TECTONIC HOLDINGS LLC | DE | MEMBER | E | Control |
| TECTONIC HOLDINGS LLC | DE | MEMBER | E | Control |
| TECTONIC HOLDINGS LLC | DE | MEMBER | E | Control |
| TECTONIC HOLDINGS LLC | DE | MEMBER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER HOLDINGS 1, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER HOLDINGS 1, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER HOLDINGS 1, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | SUMMER HOLDINGS 1, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | SUMMER HOLDINGS 1, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | SUMMER HOLDINGS 1, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | SUMMER HOLDINGS 1, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | SUMMER HOLDINGS 1, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | SUMMER HOLDINGS 1, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | SUMMER HOLDINGS 1, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | SUMMER HOLDINGS 1, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | SUMMER HOLDINGS 1, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER, LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER, LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER, LP | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER HOLDINGS 1, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER HOLDINGS 1, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER HOLDINGS 1, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | SUMMER HOLDINGS 1, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | SUMMER HOLDINGS 1, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | SUMMER HOLDINGS 1, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| YAFFE, ACHI | I | AWP GP LLC | F | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS, I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER, LP | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER, LP | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER, LP | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC HOLDINGS, LLC | D | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC SERVICES LLC | D | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC HOLDINGS, LLC | D | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC SERVICES LLC | D | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC HOLDINGS, LLC | D | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC SERVICES LLC | D | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC HOLDINGS, LLC | D | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC SERVICES LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC HOLDINGS, LLC | C | Control |
| SHERMAN, ARTHUR, HAAG | I | TECTONIC HOLDINGS, LLC | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C |
Registrations
Federal
IA
Oct 24, 2018 REGISTERED
Notice Filings (6)
CA CO FL LA NH TX
Address
600 TRAVIS STREETSUITE 5900
HOUSTON, TX 77002
United States
Phone: 713-224-3100