SMITH, SALLEY & ASSOCIATES, LLC
Legal name: SMITH SALLEY WEALTH MANAGEMENT
CRD #129614 SEC #801-62538 GREENSBORO, NC 336-379-7556
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
20
Clients
--
Accounts
2,791
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| Clark, Andrew, R. | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| ERRICHIELLO, PASQUALE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| GUYLER, JAMES, BLAKE | I | MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MAY, HUGO, BRIAN | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER | E | Control |
| SALLEY, GEORGE, M | I | MANAGING MEMBER | D | Control |
| SALLEY, GEORGE, M | I | MANAGING MEMBER | D | Control |
| SALLEY, GEORGE, M | I | MANAGING MEMBER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SALLEY, GEORGE, MACKAY | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/PRESIDENT | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/PRESIDENT | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| SMITH, GEORGE, GREGORY | I | MANAGING MEMBER/CHAIRMAN | C | Control |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | Control |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | Control |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | Control |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | Control |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | Control |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER/CHIEF EXECUTIVE OFFICER | B | Control |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| DONOVAN, WILLIAM, ANDREW | I | MEMBER | B | |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHIEF INVESTMENT OFFICER | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | B | Control |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| AGNEW, JAMES, SULLIVAN | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| BATCHELOR, EDMUND, SCOTT | I | MEMBER | A | |
| COBB, THOMAS, SCOTT | I | MEMBER | A | Control |
| COBB, THOMAS, SCOTT | I | MEMBER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | Control |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | |
| DAVIS, ANDREW, DOUGLAS | I | MEMBER | A | |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN EMERITUS | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN EMERITUS | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN EMERITUS | A | Control |
| SALLEY, GEORGE, MACKAY | I | MEMBER/CHAIRMAN EMERITUS | A | Control |
| SHORES, JOSHUA, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| SHORES, JOSHUA, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| SHORES, JOSHUA, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Oct 3, 2025 REGISTERED
Notice Filings (18)
CA CT FL GA KY LA MA MD MI NC NH NJ NY OH SC TN TX VA
Address
324 WEST WENDOVER AVENUESUITE 301
GREENSBORO, NC 27408
United States
Phone: 336-379-7556