MEMBERS TRUST COMPANY
CRD #125082 SEC #801-62054 TAMPA, FL 888-727-9191
SEC Registered
Total AUM
$88.7M
Discretionary
$34.2M
Employees
10
Clients
26
Accounts
169
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 17, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARCHIBALD, NEIL | I | CORPORATE COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, NEIL | I | CORPORATE COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, NEIL | I | CORPORATE COUNSEL/COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, NEIL | I | CORPORATE COUNSEL/COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, NEIL | I | CORPORATE COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, NEIL | I | CORPORATE COUNSEL/COMPLIANCE OFFICER | NA | Control |
| CALLAHAN, EDGAR, FRED | I | DIRECTOR | NA | Control |
| CALLAHAN, EDGAR, FRED | I | DIRECTOR | NA | Control |
| CALLAHAN, EDGAR, FRED | I | DIRECTOR | NA | Control |
| CALLAHAN, EDGAR, FRED | I | DIRECTOR | NA | Control |
| CALLAHAN, EDGAR, FRED | I | DIRECTOR | NA | Control |
| CALLAHAN, EDGAR, FRED | I | DIRECTOR | NA | Control |
| CALLAHAN, EDGAR, FRED | I | DIRECTOR | NA | Control |
| CALLAHAN, EDGAR, FRED | I | DIRECTOR | NA | Control |
| DORETY, THOMAS, ROBERT | I | DIRECTOR | NA | Control |
| DORETY, THOMAS, ROBERT | I | DIRECTOR | NA | Control |
| DORETY, THOMAS, ROBERT | I | DIRECTOR | NA | Control |
| DORETY, THOMAS, ROBERT | I | DIRECTOR | NA | Control |
| DORETY, THOMAS, ROBERT | I | DIRECTOR | NA | Control |
| DORETY, THOMAS, ROBERT | I | DIRECTOR | NA | Control |
| DORETY, THOMAS, ROBERT | I | DIRECTOR | NA | Control |
| DORETY, THOMAS, ROBERT | I | DIRECTOR | NA | Control |
| GIANSANTE, DENISE, MILINOVICH | I | CHIEF FIDUCIARY OFFICER | NA | Control |
| GIANSANTE, DENISE, MILINOVICH | I | SENIOR TRUST OFFICER | NA | Control |
| GIANSANTE, DENISE, MILINOVICH | I | SENIOR TRUST OFFICER | NA | Control |
| GIANSANTE, DENISE, MILINOVICH | I | SENIOR TRUST OFFICER | NA | Control |
| GIANSANTE, DENISE, MILINOVICH | I | SENIOR TRUST OFFICER | NA | Control |
| GIANSANTE, DENISE, MILINOVICH | I | SENIOR TRUST OFFICER | NA | Control |
| HENRY, JOHN, WELDON | I | DIRECTOR | NA | Control |
| HENRY, JOHN, WELDON | I | DIRECTOR | NA | Control |
| HENRY, JOHN, WELDON | I | DIRECTOR | NA | Control |
| HENRY, JOHN, WELDON | I | DIRECTOR | NA | Control |
| HENRY, JOHN, WELDON | I | DIRECTOR | NA | Control |
| HENRY, JOHN, WELDON | I | DIRECTOR | NA | Control |
| HENRY, JOHN, WELDON | I | DIRECTOR | NA | Control |
| HENRY, JOHN, WELDON | I | DIRECTOR | NA | Control |
| LARGENT, JOHN, MARCUS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LARGENT, JOHN, MARCUS | I | SENIOR INVESTMENT OFFICER | NA | Control |
| LARGENT, JOHN, MARCUS | I | SENIOR INVESTMENT OFFICER | NA | Control |
| LARGENT, JOHN, MARCUS | I | SENIOR INVESTMENT OFFICER | NA | Control |
| QUINN, FRANCIS, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| QUINN, FRANCIS, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| REYNOLDS, SHELDON, BRUCE | I | SENIOR BUSINESS DEVELOPMENT OFFICER | NA | Control |
| REYNOLDS, SHELDON, BRUCE | I | SENIOR BUSINESS DEVELOPMENT OFFICER | NA | Control |
| REYNOLDS, SHELDON, BRUCE | I | SENIOR BUSINESS DEVELOPMENT OFFICER | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RIEKE, BLAINE, EUGENE | I | DIRECTOR | NA | Control |
| RIEKE, BLAINE, EUGENE | I | DIRECTOR | NA | Control |
| RIEKE, BLAINE, EUGENE | I | DIRECTOR | NA | Control |
| RIEKE, BLAINE, EUGENE | I | DIRECTOR | NA | Control |
| RIEKE, BLAINE, EUGENE | I | DIRECTOR | NA | Control |
| RIEKE, BLAINE, EUGENE | I | DIRECTOR | NA | Control |
| RIEKE, BLAINE, EUGENE | I | DIRECTOR | NA | Control |
| RIEKE, BLAINE, EUGENE | I | DIRECTOR | NA | Control |
| WALKER, THOMAS, E. | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WALKER, THOMAS, E. | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WALKER, THOMAS, E. | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WALKER, THOMAS, E. | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WALKER, THOMAS, E. | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WALKER, THOMAS, E. | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WALKER, THOMAS, E. | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WALKER, THOMAS, E. | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| SUNCOAST SCHOOLS FEDERAL CREDIT UNION | DE | OWNER | D | Control |
| SUNCOAST SCHOOLS FEDERAL CREDIT UNION | DE | OWNER | D | Control |
| SUNCOAST SCHOOLS FEDERAL CREDIT UNION | DE | OWNER | D | Control |
| SUNCOAST SCHOOLS FEDERAL CREDIT UNION | DE | OWNER | D | Control |
| SUNCOAST SCHOOLS FEDERAL CREDIT UNION | DE | OWNER | D | Control |
| SUNCOAST SCHOOLS FEDERAL CREDIT UNION | DE | OWNER | D | Control |
| SUNCOAST SCHOOLS FEDERAL CREDIT UNION | DE | OWNER | D | Control |
| SUNCOAST SCHOOLS FEDERAL CREDIT UNION | DE | OWNER | D | Control |
| CUNA MUTUAL INSURANCE SOCIETY | DE | OWNER | C | Control |
| CUNA MUTUAL INSURANCE SOCIETY | DE | OWNER | C | Control |
| CUNA MUTUAL INSURANCE SOCIETY | DE | OWNER | C | Control |
| CUNA MUTUAL INSURANCE SOCIETY | DE | OWNER | C | Control |
| CUNA MUTUAL INSURANCE SOCIETY | DE | OWNER | C | Control |
| CUNA MUTUAL INSURANCE SOCIETY | DE | OWNER | C | Control |
| CUNA MUTUAL INSURANCE SOCIETY | DE | OWNER | C | Control |
| CUNA MUTUAL INSURANCE SOCIETY | DE | OWNER | C | Control |
Registrations
Federal
IA
Jan 17, 2006 REGISTERED
Notice Filings (17)
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Address
14025 RIVEREDGE DRIVE, SUITE 280TAMPA, FL 33637
USA
Phone: 888-727-9191