GLOBAL FINANCIAL ADVISORS I, LP
Legal name: GLOBAL FINANCIAL ADVISOR I, LP
CRD #132406 SEC #801-63434 PLANO, TX 972-758-0852
SEC Registered
Total AUM
$26.5M
Discretionary
$26.5M
Employees
5
Clients
0
Accounts
49
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 7, 2005
- 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 |
|---|---|---|---|---|
| DAVIS, BRETT, MILLER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, BRETT, MILLER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, BRETT, MILLER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, BRETT, MILLER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, BRETT, MILLER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, BRETT, MILLER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, BRETT, MILLER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GLOBAL FINANCIAL ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| GLOBAL FINANCIAL ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| GLOBAL FINANCIAL ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| GLOBAL FINANCIAL ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| GLOBAL FINANCIAL ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| GLOBAL FINANCIAL ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| GLOBAL FINANCIAL ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| PRIETO, ANGELO, C | I | CHIEF COMPLIANCE OFFICER - PRESIDENT | NA | Control |
| PRIETO, ANGELO, C | I | PRESIDENT | NA | Control |
| PRIETO, ANGELO, C | I | CHIEF COMPLIANCE OFFICER - PRESIDENT | NA | Control |
| PRIETO, ANGELO, C | I | PRESIDENT | NA | Control |
| PRIETO, ANGELO, C | I | PRESIDENT | NA | Control |
| PRIETO, ANGELO, C | I | CHIEF COMPLIANCE OFFICER - PRESIDENT | NA | Control |
| PRIETO, ANGELO, C | I | PRESIDENT | NA | Control |
| SEABERG, JAMES | I | VICE PRESIDENT | NA | Control |
| SEABERG, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEABERG, JAMES | I | VICE PRESIDENT | NA | Control |
| SEABERG, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEABERG, JAMES | I | VICE PRESIDENT | NA | Control |
| SEABERG, JAMES | I | VICE PRESIDENT | NA | Control |
| GLOBAL FINANCIAL SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| GLOBAL FINANCIAL SERVICES, INC. | DE | LIMITED PARTNER | D | Control |
| GLOBAL FINANCIAL SERVICES, INC. | DE | LIMITED PARTNER | D | Control |
| GLOBAL FINANCIAL SERVICES, INC. | DE | LIMITED PARTNER | D | Control |
| GLOBAL FINANCIAL SERVICES, INC. | DE | LIMITED PARTNER | D | Control |
| GLOBAL FINANCIAL SERVICES, INC. | DE | LIMITED PARTNER | D | Control |
| GLOBAL FINANCIAL SERVICES, INC. | DE | LIMITED PARTNER | D | Control |
| LODESTAR CAPITAL, LP | DE | LIMITED PARTNER | D | Control |
| LODESTAR CAPITAL, LP | DE | LIMITED PARTNER | D | Control |
| LODESTAR CAPITAL, LP | DE | LIMITED PARTNER | D | Control |
| LODESTAR CAPITAL, LP | DE | LIMITED PARTNER | D | Control |
| LODESTAR CAPITAL, LP | DE | LIMITED PARTNER | D | Control |
| SEABERG, JAMES | I | CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEER, MURRAY, L | I | BEER APPOINTMENT TRUST | F | |
| BEER, MURRAY, L | I | BEER APPOINTMENT TRUST | F | |
| BEER, MURRAY, L | I | BEER APPOINTMENT TRUST | F | |
| BEER, MURRAY, L | I | BEER APPOINTMENT TRUST | F | |
| BEER, MURRAY, L | I | BEER APPOINTMENT TRUST | F | |
| BEER, MURRAY, L | I | BEER APPOINTMENT TRUST | F | |
| BEER, MURRAY, L | I | BEER APPOINTMENT TRUST | F | |
| PRIETO, ANGELO, C | I | MARTIN FAMILY TRUST | F | Control |
| PRIETO, ANGELO, C | I | MARTIN FAMILY TRUST | F | Control |
| PRIETO, ANGELO, C | I | MARTIN FAMILY TRUST | F | Control |
| PRIETO, ANGELO, C | I | MARTIN FAMILY TRUST | F | Control |
| PRIETO, ANGELO, C | I | MARTIN FAMILY TRUST | F | Control |
| PRIETO, ANGELO, C | I | MARTIN FAMILY TRUST | F | Control |
| PRIETO, ANGELO, C | I | MARTIN FAMILY TRUST | F | Control |
| SEABERG, JAMES | I | LODESTAR CAPITAL, LP | E | Control |
| SEABERG, JAMES | I | LODESTAR CAPITAL, LP | E | Control |
| SEABERG, JAMES | I | LODESTAR CAPITAL, LP | E | Control |
| SEABERG, JAMES | I | LODESTAR CAPITAL, LP | E | Control |
| SEABERG, JAMES | I | LODESTAR CAPITAL, LP | E | Control |
| MARTIN FAMILY TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | D | Control |
| MARTIN FAMILY TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | D | Control |
| MARTIN FAMILY TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | D | Control |
| MARTIN FAMILY TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | D | Control |
| MARTIN FAMILY TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | D | Control |
| MARTIN FAMILY TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | D | Control |
| MARTIN FAMILY TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | D | Control |
| BEER APPOINTMENT TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | C | |
| BEER APPOINTMENT TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | C | |
| BEER APPOINTMENT TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | C | |
| BEER APPOINTMENT TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | C | |
| BEER APPOINTMENT TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | C | |
| BEER APPOINTMENT TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | C | |
| BEER APPOINTMENT TRUST | DE | GLOBAL FINANCIAL SERVICES, INC. | C |
Registrations
Federal
IA
Sep 7, 2005 REGISTERED
Notice Filings (1)
TX
Address
5501 INDEPENDENCE PARKWAYSUITE 314
PLANO, TX 75023
USA
Phone: 972-758-0852