GREENSPRING ADVISORS, LLC
CRD #132669 SEC #801-67570 TOWSON, MD 443-564-4600
SEC Registered
Total AUM
$3.8B
Discretionary
$3.7B
Employees
68
Clients
--
Accounts
4,764
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNFELD, JEFFREY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | NA | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| CELLINI, MATTHEW, RYAN | I | PARTNER | NA | |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER | NA | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER | NA | Control |
| GOETZ, MARY, RICE | I | OWNER | NA | |
| GOETZ, MARY, RICE | I | OWNER | NA | |
| GOETZ, MARY, RICE | I | OWNER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | OWNER | NA | |
| GOETZ, MARY, RICE | I | OWNER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOETZ, MARY, RICE | I | PARNTER | NA | |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT, PARTNER | NA | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT, PARTNER | NA | Control |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| STANLEY, CHRISTIAN, T. | I | PARTNER | NA | |
| TAWIL, AARON, MICHAEL | I | COO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TAWIL, AARON, MICHAEL | I | COO, PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| COLLINS, JOHN, PATRICK | I | PRESIDENT | D | Control |
| COLLINS, JOHN, PATRICK | I | PRESIDENT | D | Control |
| COLLINS, JOHN, PATRICK | I | PRESIDENT | D | Control |
| COLLINS, JOHN, PATRICK | I | PRESIDENT | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| COLLINS, JOHN, PATRICK | I | CEO, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | D | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | D | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | D | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | D | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | D | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | D | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | D | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | D | Control |
| ITZOE, JOSHUA, P. | I | CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| COLLINS, JOHN, PATRICK | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| GREENSPRING WEALTH MANAGEMENT, INC | DE | OWNER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER | C | Control |
| ITZOE, JOSHUA, P. | I | PARTNER | C | Control |
| WEALTHSTREAM HOLDINGS INC | DE | OWNER | C | Control |
| WEALTHSTREAM HOLDINGS INC | DE | OWNER | C | Control |
| DECKER, TIMOTHY, JAY | I | PARTNER | B | |
| HOBSON, GREGORY, ALAN | I | PARTNER | B | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | B | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | B | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | B | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | B | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | B | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | B | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | B | Control |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| ISI FINANCIAL, INC | DE | OWNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| PLECHNER, GREGORY, NMN | I | PARTNER | B | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BERNFELD, JEFFREY, ALAN | I | PARTNER | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER | A | |
| BOGUE, ROBERT, WILLIAM | I | PARTNER | A | |
| HOBSON, GREGORY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | Control |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | |
| HOBSON, GREGORY, ALAN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER & SENIOR FINANCIAL ADVISOR | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A | |
| PLECHNER, GREGORY, NMN | I | PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| COLLINS, JOHN, PATRICK | I | GREENSPRING WEALTH MANAGEMENT, INC | E | Control |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E | |
| DECKER, TIMOTHY, JAY | I | ISI FINANCIAL, INC | E |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (27)
AL CA CT DC DE FL GA IL IN LA MA MD ME MN MO NC NE NH NJ NY OK OR PA SC TX VA WA
Address
ONE WEST PENNSYLVANIA AVENUESUITE 500
TOWSON, MD 21204
United States
Phone: 443-564-4600