SARGENT BICKHAM LAGUDIS, LLC
Legal name: COLORADO FINANCIAL MANAGEMENT LLC
CRD #113216 SEC #801-56204 BOULDER, CO 303-443-2433
SEC Registered
Total AUM
$2B
Discretionary
$1.9B
Employees
17
Clients
101
Accounts
2,985
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BICKHAM, BRADLEY, SCOTT | I | DIRECTOR, INVESTMENTS - MOUNTAIN WEST, DIRECTOR ON THE BOARD | NA | Control |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | NA | |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LAWRENCE, RICHARD, W | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| LEE, JASON, PANG FE | I | CHIEF LEGAL AND COMPLIANCE OFFICER, CCO | NA | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF OPERATING OFFICER | NA | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF OPERATING OFFICER | NA | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF OPERATING OFFICER | NA | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF OPERATING OFFICER | NA | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF OPERATING OFFICER | NA | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF OPERATING OFFICER | NA | Control |
| OZUR, JASON, JAY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR ON THE BOARD | NA | Control |
| STERN, KENNETH, AARON | I | PRESIDENT, DIRECTOR ON THE BOARD | NA | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | D | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | PRESIDENT | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| BICKHAM, BRADLEY, SCOTT | I | CHIEF INVESTMENT OFFICER / CHAIRMAN | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | C | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | C | Control |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | B | Control |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | B | Control |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | B | Control |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | B | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | B | Control |
| LAGUDIS, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | B | Control |
| ROBINSON, DERRICK, WAIT | I | VICE PRESIDENT | B | Control |
| ROBINSON, DERRICK, WAIT | I | VICE PRESIDENT | B | Control |
| ROBINSON, DERRICK, WAIT | I | VICE PRESIDENT | B | Control |
| ROBINSON, DERRICK, WAIT | I | VICE PRESIDENT | B | Control |
| ROBINSON, DERRICK, WAIT | I | VICE PRESIDENT | B | Control |
| ROBINSON, DERRICK, WAIT | I | VICE PRESIDENT | B | Control |
| ROBINSON, DERRICK, WAIT | I | VICE PRESIDENT | B | Control |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER | A | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| D'ANGELO, MEAGAN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| DANIEL, LUKE, ROBERT | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| EADS, DAVID, E | I | PARTNER | A | |
| EADS, DAVID, E | I | PARTNER | A | |
| EADS, DAVID, E | I | PARTNER | A | |
| EADS, DAVID, E | I | PARTNER | A | |
| EADS, DAVID, E | I | PARTNER | A | |
| EADS, DAVID, E | I | PARTNER | A | |
| EADS, DAVID, E | I | PARTNER | A | |
| EADS, DAVID, E | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| EADS, DAVID, E | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| EADS, DAVID, E | I | PARTNER | A | |
| EADS, DAVID, E | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| EADS, DAVID, E | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| EADS, DAVID, E | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| EADS, DAVID, E | I | PARTNER AND SENIOR FINANCIAL ADVISOR | A | |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MENELEY, PATRICIA, FORMAN | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER | A | |
| MILLER, JOSHUA, ROBERT | I | PARTNER | A | |
| MILLER, JOSHUA, ROBERT | I | PARTNER | A | |
| MILLER, JOSHUA, ROBERT | I | PARTNER | A | |
| MILLER, JOSHUA, ROBERT | I | PARTNER | A | |
| MILLER, JOSHUA, ROBERT | I | PARTNER | A | |
| MILLER, JOSHUA, ROBERT | I | PARTNER | A | |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER | A | |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
| MILLER, JOSHUA, ROBERT | I | PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | A | Control |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (18)
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