RIA Intelligence

MONTEREY PRIVATE WEALTH, INC.

CRD #114572 SEC #801-61605 MONTEREY, CA (831) 372-3426
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
13
Clients
26
Accounts
1,985

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
10

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
CABANILLAS, CRISTOFER, ANDRESIPRESIDENTNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESIPRINCIPALNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
MERRELL, STEVEN, CHARLESICHIEF COMPLIANCE OFFICER/PARTNERNA Control
ALT, GARY, EUGENE DOUGLASICHIEF COMPLIANCE OFFICER, DIRECTOR, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTD Control
ALT, GARY, EUGENE DOUGLASICHIEF COMPLIANCE OFFICER, DIRECTOR, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTD Control
ALT, GARY, EUGENE DOUGLASICHIEF COMPLIANCE OFFICER, DIRECTOR, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTD Control
ALT, SHEILA, EDITHIOWNER, DIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTD
ALT, SHEILA, EDITHIOWNER, DIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTD
ALT, SHEILA, EDITHIOWNER, DIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTD
GARY AND SHIELA ALT 2000 FAMILY TRUST DTD 1/7/2000DEOWNERD Control
GARY AND SHIELA ALT 2000 FAMILY TRUST DTD 1/7/2000DEOWNERD Control
GARY AND SHIELA ALT 2000 FAMILY TRUST DTD 1/7/2000DEOWNERD Control
MERRELL, JEANNE, MARIEIOWNER, DIRECTORD Control
MERRELL, JEANNE, MARIEIOWNER, DIRECTORD Control
MERRELL, JEANNE, MARIEIOWNER, DIRECTORD Control
MERRELL, JEANNE, MARIEIOWNER, DIRECTORD Control
MERRELL, JEANNE, MARIEIOWNER, DIRECTORD Control
MERRELL, JEANNE, MARIEIOWNER, DIRECTORD Control
MERRELL, JEANNE, MARIEIOWNER, DIRECTORD Control
MERRELL, STEVEN, CHARLESIOWNER, PRESIDENT & DIRECTORD Control
MERRELL, STEVEN, CHARLESIOWNER, PRESIDENT & DIRECTORD Control
MERRELL, STEVEN, CHARLESIOWNER, PRESIDENT & DIRECTORD Control
MERRELL, STEVEN, CHARLESIOWNER, PRESIDENT & DIRECTORD Control
MERRELL, STEVEN, CHARLESIOWNER, PRESIDENT & DIRECTORD Control
MERRELL, STEVEN, CHARLESIOWNER, PRESIDENT & DIRECTORD Control
MERRELL, STEVEN, CHARLESIOWNER, PRESIDENT & DIRECTORD Control
ALT, GARY, EUGENE DOUGLASICHIEF COMPLIANCE OFFICER, DIRECTOR, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTC Control
ALT, GARY, EUGENE DOUGLASICHIEF COMPLIANCE OFFICER, DIRECTOR, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, GARY, EUGENE DOUGLASIPARTNERC Control
ALT, SHEILA, EDITHIDIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTC
ALT, SHEILA, EDITHIDIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTC
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERC Control
GARY AND SHIELA ALT 2000 FAMILY TRUST DTD 1/7/2000DEOWNERC Control
GARY AND SHIELA ALT 2000 FAMILY TRUST DTD 1/7/2000DEOWNERC Control
MERRELL, JEANNE, MARIEIOWNER, DIRECTORC Control
MERRELL, STEVEN, CHARLESIOWNER, PRESIDENT & DIRECTORC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
MERRELL, STEVEN, CHARLESIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
PETERSEN, KENNETH, BURTONIPRINCIPALC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERC Control
THE GARY & SHEILA ALT 2000 FAMILY TRUSTDESHAREHOLDERC Control
ALT, GARY, EUGENE DOUGLASICHIEF COMPLIANCE OFFICER, DIRECTOR, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTB Control
ALT, GARY, EUGENE DOUGLASICHIEF COMPLIANCE OFFICER, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, GARY, EUGENE DOUGLASIPRINCIPAL; CHIEF COMPLIANCE OFFICERB Control
ALT, SHEILA, EDITHIDIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTB
ALT, SHEILA, EDITHITRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUSTB
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
FAB CAB TRUST DATED FEBRUARY 19, 2016DESHAREHOLDERB Control
GARY AND SHIELA ALT 2000 FAMILY TRUST DTD 1/7/2000DEOWNERB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
MERRELL, STEVEN, CHARLESIPRINCIPALB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005DESHAREHOLDERB Control
ALT, GARY, E.D.ICHIEF COMPLIANCE OFFICERA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALA Control
CABANILLAS, CRISTOFER, ANDRESIPRINCIPALA Control
GARY AND SHIELA ALT 2000 FAMILY TRUST DTD 1/7/2000DEOWNERA Control
GARY AND SHIELA ALT 2000 FAMILY TRUST DTD 1/7/2000DEOWNERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
CABANILLAS, CRISTOFER, ANDRESIFAB CAB TRUST DATED FEBRUARY 19, 2016F Control
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
Cabanillas, Shelley, MarieIFAB CAB TRUST DATED FEBRUARY 19, 2016F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, JEANNE, MARIEISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005F Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005E Control
MERRELL, STEVEN, CHARLESISTEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005E Control
ALT, GARY, EUGENE DOUGLASITHE GARY & SHEILA ALT 2000 FAMILY TRUSTD Control
ALT, SHEILA, EDITHITHE GARY & SHEILA ALT 2000 FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEPHEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEPHEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, JEANNE, MARIEITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEPHEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEPHEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control
MERRELL, STEVEN, CHARLESITHE STEVEN & JEANNE MERRELL FAMILY TRUSTD Control

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