MCDONALD PARTNERS LLC
CRD #135414 SEC #801-64294 CLEVELAND, OH 216-912-0567
SEC Registered Broker-Dealer Private Funds
Total AUM
$1.3B
Discretionary
$791.8M
Employees
33
Clients
101
Accounts
2,024
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 2, 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 |
|---|---|---|---|---|
| BENDER, STEVEN CHRISTOPHER | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| BENDER, STEVEN CHRISTOPHER | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| BENDER, STEVEN CHRISTOPHER | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| BENDER, STEVEN, CHRISTOPHER | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| DIPIETRO, GENEVIEVE LYNN | I | DIRECTOR OF RETIREMENT SERVICES | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GARRIDO, CHARLES HENRY JR | I | OWNER | NA | |
| GEROVAC, ANGELINA | I | CHIEF COMPLIANCE OFFICER - BROKER-DEALER | NA | Control |
| GEROVAC, ANGELINA | I | CHIEF COMPLIANCE OFFICER - BROKER-DEALER | NA | Control |
| GEROVAC, ANGELINA | I | CHIEF COMPLIANCE OFFICER - BROKER-DEALER | NA | Control |
| GEROVAC, ANGELINA | I | CHIEF COMPLIANCE OFFICER - BROKER-DEALER | NA | Control |
| GEROVAC, ANGELINA | I | CHIEF COMPLIANCE OFFICER - BROKER-DEALER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, AUDREY LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARTZLER, JONATHAN DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARTZLER, JONATHAN DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARTZLER, JONATHAN DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARTZLER, JONATHAN DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEGARTY, WILLIAM MAURICE JR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LAVELLE, CAROL BODENHAMER | I | CHIEF OPERATING OFFICER | NA | |
| LIPAJ, JOHN CAMERON | I | CHIEF OPERATING OFFICER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF OPERATING OFFICER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF OPERATING OFFICER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF OPERATING OFFICER | NA | Control |
| LUCAS, JONATHAN S | I | COO/CCO | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF OPERATING OFFICER | NA | Control |
| LUCAS, JONATHAN S | I | CHIEF OPERATING OFFICER | NA | Control |
| LUCAS, JONATHAN S | I | COO/CCO | NA | Control |
| LUCAS, JONATHAN S | I | COO/CCO | NA | Control |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MANSOUR, RITA | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, DEVON FRANCES | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCARDLE, JOHN EDWARD III | I | OWNER | NA | |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | PRESIDENT/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | NA | Control |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MCDONALD, BRIAN ANDREW | I | DIRECTOR OF PRIVATE PLACEMENTS | NA | |
| MORGAN, JEANETTE | I | GSP, MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MORGAN, JEANETTE | I | GSP, MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| MORGAN, JEANETTE | I | GSP, MUNICIPAL SECURITIES PRINCIPAL | NA | Control |
| NORTON, TIMOTHY PATRICK | I | SENIOR MANAGING DIRECTOR | NA | |
| NORTON, TIMOTHY PATRICK | I | SENIOR MANAGING DIRECTOR | NA | |
| NORTON, TIMOTHY PATRICK | I | SENIOR MANAGING DIRECTOR | NA | |
| NORTON, TIMOTHY PATRICK | I | SENIOR MANAGING DIRECTOR | NA | |
| NORTON, TIMOTHY PATRICK | I | SENIOR MANAGING DIRECTOR | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | SENIOR MANAGING DIRECTOR | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| NORTON, TIMOTHY PATRICK | I | OWNER | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| ROSENTHAL, LISA BADER | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| RUDOLPH, KIMBERLY ANN | I | DIRECTOR OF FINANCIAL PLANNING SERVICES | NA | |
| WISNIEWSKI, CAROLINE ELIZABETH | I | CCO/ROSFP | NA | Control |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS GROUP | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| YAKO, THOMAS ANTHONY | I | DIRECTOR OF MANAGED ASSETS | NA | |
| MCDONALD, THOMAS MARION | I | CEO, CHIEF COMPLIANCE OFFICER , OWNER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CHIEF COMPLIANCE OFFICER - BROKER DEALER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CHIEF COMPLIANCE OFFICER - BROKER DEALER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CHIEF COMPLIANCE OFFICER - BROKER DEALER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CHIEF COMPLIANCE OFFICER - BROKER DEALER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CHIEF COMPLIANCE OFFICER - BROKER DEALER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CHIEF COMPLIANCE OFFICER - BROKER DEALER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CHIEF COMPLIANCE OFFICER - BROKER DEALER | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | CEO, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | E | Control |
| MCDONALD, THOMAS, MARION | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | C | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | C | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER, ROSFP | C | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER | C | Control |
| MCDONALD, THOMAS MARION | I | NON-EXECUTIVE CHAIRMAN, OWNER | C | Control |
| MCDONALD, THOMAS MARION | I | OWNER | C | |
| MCDONALD, THOMAS MARION | I | OWNER | C | |
| MCDONALD, THOMAS MARION | I | OWNER | C | |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNI PRINCIPAL/OWNER | B | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | B | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNI PRINCIPAL/OWNER | B | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | B | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNI PRINCIPAL/OWNER | B | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | B | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNI PRINCIPAL/OWNER | B | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | B | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNI PRINCIPAL/OWNER | B | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | B | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNI PRINCIPAL/OWNER | B | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | B | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNI PRINCIPAL/OWNER | B | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | B | Control |
| MCDONALD, ARNOLD BEATTY | I | CEO/CFO/MUNI PRINCIPAL/OWNER | B | Control |
| MCDONALD, ARNOLD BEATTY | I | FINANCIAL & OPERATIONS PRINCIPAL | B | Control |
| MCDONALD, BRIAN ANDREW | I | OWNER | B | |
| MCDONALD, BRIAN ANDREW | I | OWNER | B | |
| MCDONALD, BRIAN ANDREW | I | OWNER | B | |
| MCDONALD, BRIAN ANDREW | I | OWNER | B | |
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| MCDONALD, BRIAN ANDREW | I | OWNER | B | |
| MCDONALD, BRIAN ANDREW | I | OWNER | B | |
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Registrations
Federal
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Sep 2, 2025 REGISTERED
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