TLG ADVISORS, INC.
CRD #111052 SEC #801-60458 SUMMIT, NJ 888-371-0013
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.5B
Employees
280
Clients
26
Accounts
6,331
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 107
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| DONALDSON, BRUCE, GEORGE | I | BOARD MEMBER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| FRANCIS, David | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| LEIDNER, MITCHELL, MARC | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| MCCANN, ERIN, BARTLETT | I | BOARD MEMBER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| Mann, Warren, Brennan | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, Z, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, ZORAH, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| Tiller, Benjamin, Ryan | I | DIRECTOR OF ADVISORY SERVICES | NA | Control |
| Tiller, Benjamin, Ryan | I | DIRECTOR OF ADVISORY SERVICES | NA | Control |
| Tiller, Benjamin, Ryan | I | DIRECTOR OF ADVISORY SERVICES | NA | Control |
| Tiller, Benjamin, Ryan | I | DIRECTOR OF ADVISORY SERVICES | NA | Control |
| Tiller, Benjamin, Ryan | I | DIRECTOR OF ADVISORY SERVICES | NA | Control |
| Tiller, Benjamin, Ryan | I | DIRECTOR OF ADVISORY SERVICES | NA | Control |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL TRUSTS | NA | |
| WICKERSHAM, BERNADETTE, MARIE | I | TRUSTEE OF ALL IRREVOCABLE TRUSTS | NA | |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | PRESIDENT | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | TRUSTEE OF DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | TRUSTEE DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | TRUSTEE OF DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | TRUSTEE DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | TRUSTEE OF DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | TRUSTEE DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, DAVID, R (MI ONLY) | I | CEO | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | EXECUTIVE VP | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | EXECUTIVE VP | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | EXECUTIVE VP | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | EXECUTIVE VP | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | EXECUTIVE VP | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | EXECUTIVE VP | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | EXECUTIVE VP | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| WICKERSHAM, SEAN, DAVID | I | PRESIDENT | NA | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | DE | OWNER | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| THE LEADERS GROUP, INC. | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| WICKERSHAM FAMILY INVESTMENT LLLP | DE | PARENT | E | Control |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| DAVID R WICKERSHAM AMENDED AND RESTATED LIVING REVOCABLE TRUST | DE | OWNER | C | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| BERNADETTE M. WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A | |
| DAVID R WICKERSHAM 2018 IRREVOCABLE TRUST FBO SEAN D. WICKERSHAM | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEE EQUITY PARTNERSIII GP,LLC | DE | LEP SIMPLICITY HOLDINGS, LP | F | Control |
| LEE EQUITY PARTNERSIII GP,LLC | DE | LEP SIMPLICITY HOLDINGS, LP | F | Control |
| LEE EQUITY PARTNERSIII GP,LLC | DE | LEP SIMPLICITY HOLDINGS, LP | F | Control |
| LEP PEQUOD GP, LLC | DE | LEP PEQUOD HOLDINGS, LP | F | Control |
| LEP PEQUOD GP, LLC | DE | LEP PEQUOD HOLDINGS, LP | F | Control |
| LEP PEQUOD GP, LLC | DE | LEP PEQUOD HOLDINGS, LP | F | Control |
| LEP PEQUOD HOLDINGS, LP | DE | PEQUOD TOPCO INC | E | Control |
| LEP PEQUOD HOLDINGS, LP | DE | PEQUOD TOPCO INC | E | Control |
| LEP PEQUOD HOLDINGS, LP | DE | PEQUOD TOPCO INC | E | Control |
| LEP SIMPLICITY HOLDINGS, LP | DE | LEP PEQUOD HOLDINGS, LP | E | Control |
| LEP SIMPLICITY HOLDINGS, LP | DE | LEP PEQUOD HOLDINGS, LP | E | Control |
| LEP SIMPLICITY HOLDINGS, LP | DE | LEP PEQUOD HOLDINGS, LP | E | Control |
| PEQUOD MIDCO INC | DE | SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. | E | Control |
| PEQUOD MIDCO INC | DE | SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. | E | Control |
| PEQUOD MIDCO INC | DE | SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. | E | Control |
| PEQUOD TOPCO INC | DE | PEQUOD MIDCO INC | E | Control |
| PEQUOD TOPCO INC | DE | PEQUOD MIDCO INC | E | Control |
| PEQUOD TOPCO INC | DE | PEQUOD MIDCO INC | E | Control |
| SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. | DE | SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | E | Control |
| SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. | DE | SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | E | Control |
| SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. | DE | SIMPLICITY FINANCIAL MARKETING HOLDINGS INC | E | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (48)
AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA WA WI WV
Address
475 SPRINGFIELD AVESUMMIT, NJ 07901
United States
Phone: 888-371-0013