FINANCIAL SYMMETRY INCORPORATED
Legal name: FINANCIAL SYMMETRY INC.
CRD #118443 SEC #801-62698 RALEIGH, NC 919-851-8200
SEC Registered
Total AUM
$1.2B
Discretionary
$706.6M
Employees
33
Clients
--
Accounts
5,000
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Billingsley, Darian, Chantel | I | PRINCIPAL | NA | |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| Blazek, Grayson, Edward | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| GUDAC, HEATHER, SUE | I | SECRETARY, COO | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| KVANTAS, GRACE, ROOTH | I | PRINCIPAL | NA | Control |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Keeley-White, Angela, Rose | I | PRINCIPAL | NA | |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Modlin, Haley, Jo | I | PRINCIPAL | NA | Control |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| Tickle, Colton, Morgan | I | PRINCIPAL | NA | |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | E | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | C | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | B | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | B | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | B | Control |
| RAMSAY, WILLIAM, ALEXANDER | I | PRESIDENT- CHIEF COMPLIANCE OFFICER | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | B | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| BERGER, ALLISON, MARIE | I | PRINCIPAL | A | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | A | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | A | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | A | Control |
| EKLUND, MICHAEL, BARRY | I | PRINCIPAL | A | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | A | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | A | Control |
| HENDRICKS, CAMERON, HILL | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| HOLT, WILLIAM, DOUGLAS | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | SECRETARY | A | |
| SMITH, MICHEAL, C | I | SECRETARY | A | |
| SMITH, MICHEAL, C | I | SECRETARY | A | |
| SMITH, MICHEAL, C | I | SECRETARY | A | |
| SMITH, MICHEAL, C | I | SECRETARY | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | SECRETARY | A | Control |
| SMITH, MICHEAL, C | I | SECRETARY | A | Control |
| SMITH, MICHEAL, C | I | SECRETARY | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
| SMITH, MICHEAL, C | I | PRINCIPAL | A | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (11)
CA FL GA IL MD NC NH PA SC TX VA
Address
5438 WADE PARK BLVDSUITE 310
RALEIGH, NC 27607
United States
Phone: 919-851-8200