RIA Intelligence

FIRSTRUST LLC

Legal name: FIRSTRUST

CRD #111800 SEC #801-56812 DAYTONA BEACH, FL 386-788-3737
SEC Registered
Total AUM
$202.7M
Discretionary
$187.7M
Employees
7
Clients
101
Accounts
128

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 7, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BLIZZARD, SUSANIEXECUTIVE ASSISTANTNA
BLIZZARD, SUSANIEXECUTIVE ASSISTANTNA
BRADHAM, JULIAN, CHARLESIEXECUTIVE DIRECTORNA
BRADHAM, JULIAN, CHARLESIEXECUTIVE DIRECTORNA
BRADHAM, JULIAN, CHARLESIEXECUTIVE DIRECTORNA
BRADHAM, JULIAN, CHARLESIEXECUTIVE DIRECTORNA
BRADHAM, JULIAN, CHARLESIEXECUTIVE DIRECTORNA
BRADHAM, JULIAN, CHARLESIEXECUTIVE DIRECTORNA
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERNA Control
CANNON, CHRISTOPHER, WOODIDIRECTOR OF INVESTMENT DIVISIONNA Control
CANNON, CHRISTOPHER, WOODICHIEF INVESTMENT OFFICERNA Control
CANNON, CHRISTOPHER, WOODICHIEF INVESTMENT OFFICERNA Control
CANNON, CHRISTOPHER, WOODICHIEF INVESTMENT OFFICERNA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERNA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERNA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERNA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERNA Control
CHARLTON, BRIANICHIEF FINANCIAL OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE DIRECTORNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE DIRECTORNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE DIRECTORNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE DIRECTORNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE DIRECTORNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE DIRECTORNA Control
KEARNEY, WILLIAM, JAMESIEXECUTIVE OFFICERNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KEARNEY, WILLIAM, JAMESIPRESIDENTNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TIFOUNDING PARTNER / CHAIRMANNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TICHIEF EXECUTIVE OFFICERNA Control
KOENIG, MICHAEL, TIFOUNDING PARTNER / CHAIRMANNA Control
KOENIG, MICHAEL, TIFOUNDING PARTNER / CHAIRMANNA Control
KOENIG, MICHAEL, TIMANAGING PARTNERE Control
KOENIG, MICHAEL, TIMANAGING PARTNERE Control
KOENIG, MICHAEL, TIMANAGING PARTNERE Control
KOENIG FAMILY DYNASTY TRUSTDEIRREV TRUSTD Control
KOENIG FAMILY DYNASTY TRUSTDEIRREV TRUSTD Control
KOENIG FAMILY DYNASTY TRUSTDEIRREV TRUSTD Control
KOENIG FAMILY DYNASTY TRUSTDEIRREV TRUSTD Control
KOENIG FAMILY DYNASTY TRUSTDEIRREV TRUSTD Control
KOENIG FAMILY DYNASTY TRUSTDEIRREV TRUSTD Control
KOENIG FAMILY DYNASTY TRUSTDEIRREV TRUSTD Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERC Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERB Control
CANNON, CHRISTOPHER, WOODICHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control
CANNON, MICHELLEICHIEF OPERATIONS OFFICERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MELODY L. KOENIG, TRUSTEEDETHE KOENIG FAMILY DYNASTY TRUSTE
MELODY L. KOENIG, TRUSTEEDETHE KOENIG FAMILY DYNASTY TRUSTE
MELODY L. KOENIG, TRUSTEEDETHE KOENIG FAMILY DYNASTY TRUSTE
MELODY L. KOENIG, TRUSTEEDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
THE KOENIG FAMILY DYNASTY TRUSTDETHE KOENIG FAMILY DYNASTY TRUSTE
KOENIG FAMILY DYNASTY TRUSTDEKOENIG, MICHAEL, TD Control
MELODY LEE KOENIG, TRUSTEEDEKOENIG FAMILY DYNASTY TRUSTD Control
MELODY LEE KOENIG, TRUSTEEDEKOENIG FAMILY DYNASTY TRUSTD Control
MELODY LEE KOENIG, TRUSTEEDEKOENIG FAMILY DYNASTY TRUSTD Control
MELODY LEE KOENIG, TRUSTEEDEKOENIG FAMILY DYNASTY TRUSTD Control
MELODY LEE KOENIG, TRUSTEEDEKOENIG FAMILY DYNASTY TRUSTD Control
MELODY LEE KOENIG, TRUSTEEDEKOENIG FAMILY DYNASTY TRUSTD Control
THE KOENIG FAMILY DYNASTY TRUSTDEKOENIG, MICHAEL, TD

Registrations

Federal

IA
Mar 7, 2025 REGISTERED

Notice Filings (3)

FL GA TX

Address

113 EXECUTIVE CIR.
DAYTONA BEACH, FL 32114
United States
Phone: 386-788-3737