RIA Intelligence

FORTIGENT, LLC

CRD #138164 SEC #801-65931 FORT MILL, SC 800-877-7210
SEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
Employees
10
Clients
0
Accounts
922

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 29, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AULETTA, SUZANNE, ELIZABETHIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
AULETTA, SUZANNE, ELIZABETHIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
AULETTA, SUZANNE, ELIZABETHIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
Bevacqua, Allison, MarieISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANIVICE PRESIDENT/ASSISTANT SECRETARYNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISENIOR MANAGING DIRECTORNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANISVPNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
CARRAI, GARY, BRYANIPRESIDENTNA Control
ELLIOTT, DAVID, BRUCEICHIEF COMPLIANCE OFFICERNA Control
ELLIOTT, DAVID, BRUCEIDIRECTOR OF FINANCENA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
ENYEDI, MATTHEW, KLAUSIPRESIDENTNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVIDISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, L.ISECRETARYNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISVPNA Control
LITTLETON, DAVID, LOUISISVPNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISVPNA Control
LITTLETON, DAVID, LOUISISVPNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISENIOR MANAGING DIRECTORNA Control
LITTLETON, DAVID, LOUISISVPNA Control
LOFGREN, KURT, WALKERICHIEF COMPLIANCE OFFICERNA Control
LOFGREN, KURT, WALKERICHIEF COMPLIANCE OFFICERNA Control
LOFGREN, KURT, WALKERICHIEF COMPLIANCE OFFICERNA Control
LOFGREN, KURT, WALKERICHIEF COMPLIANCE OFFICERNA Control
LOFGREN, KURT, WALKERICHIEF COMPLIANCE OFFICERNA Control
LOFGREN, KURT, WALKERICHIEF COMPLIANCE OFFICERNA Control
MCTINTYRE, JAMES, KENNEDYIPRESIDENTNA Control
MCTINTYRE, JAMES, KENNEDYIPRESIDENTNA Control
MCTINTYRE, JAMES, KENNEDYIPRESIDENTNA Control
MCTINTYRE, JAMES, KENNEDYIPRESIDENTNA Control
MCTINTYRE, JAMES, KENNEDYIPRESIDENTNA Control
MCTINTYRE, JAMES, KENNEDYIPRESIDENTNA Control
MCTINTYRE, JAMES, KENNEDYICEONA Control
MCTINTYRE, JAMES, KENNEDYICEONA Control
MCTINTYRE, JAMES, KENNEDYICEONA Control
MCTINTYRE, JAMES, KENNEDYICEONA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MIDDLEMISS, PAULICHIEF COMPLIANCE OFFICERNA Control
MORNEAULT, HENRY, DICHIEF OPERATING OFFICERNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWIPRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICEONA Control
PUTTERMAN, ANDREWICEONA Control
PUTTERMAN, ANDREWICEONA Control
PUTTERMAN, ANDREWICEONA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICHIEF EXECUTIVE OFFICER/VICE PRESIDENTNA Control
PUTTERMAN, ANDREWICEONA Control
PUTTERMAN, ANDREWICEONA Control
PUTTERMAN, ANDREWIPRESIDENTNA Control
PUTTERMAN, ANDREWIPRESIDENTNA Control
PUTTERMAN, ANDREWIPRESIDENTNA Control
PUTTERMAN, ANDREWIPRESIDENTNA Control
PUTTERMAN, ANDREWIPRESIDENTNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYICHIEF COMPLIANCE OFFICERNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
RING, KATHERINE, DAILEYISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ADVISORYNA Control
ROSENBERG, JASON, SAULICHIEF COMPLIANCE OFFICERNA Control
ROSENBERG, JASON, SAULICHIEF COMPLIANCE OFFICERNA Control
ROSENBERG, JASON, SAULICHIEF COMPLIANCE OFFICERNA Control
ROSENBERG, JASON, SAULICHIEF COMPLIANCE OFFICERNA Control
ROSENBERG, JASON, SAULICHIEF COMPLIANCE OFFICERNA Control
Robbins, JonathanISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER ADVISORYNA Control
Robbins, JonathanISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER ADVISORYNA Control
Robbins, JonathanISENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER ADVISORYNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
SONNENBERG, NATHANICHIEF INVESTMENT OFFICERNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENTNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDIVICE PRESIDENT/SECRETARYNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDIEVP, CIONA Control
WELCH, SCOTT, DAVIDIEVP, CIONA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDISENIOR MANAGING DIRECTORNA Control
WELCH, SCOTT, DAVIDIEVP, CIONA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
WHITE, GEORGE, BURTONICHIEF INVESTMENT OFFICERNA Control
YI, CHAE, KYUICHIEF COMPLIANCE OFFICERNA Control
YI, CHAE, KYUICHIEF COMPLIANCE OFFICERNA Control
YI, CHAE, KYUICHIEF COMPLIANCE OFFICERNA Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, INC.DEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, LLCDEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, LLCDEMANAGING MEMBERE Control
FORTIGENT HOLDINGS COMPANY, LLCDEMANAGING MEMBERE Control
LYDIAN TRUST COMPANYDESHAREHOLDERE Control
LYDIAN TRUST COMPANYDESHAREHOLDERE Control
LYDIAN TRUST COMPANYDESHAREHOLDERE Control
LYDIAN TRUST COMPANYDESHAREHOLDERE Control
LYDIAN TRUST COMPANYDESHAREHOLDERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
AFFILIATED MANAGERS GROUP, INC.DEAMG FL HOLDINGS, LLCE Control
AFFILIATED MANAGERS GROUP, INC.DEAMG FL HOLDINGS, LLCE Control
AFFILIATED MANAGERS GROUP, INC.DEAMG FL HOLDINGS, LLCE Control
AFFILIATED MANAGERS GROUP, INC.DEAMG FL HOLDINGS, LLCE Control
AFFILIATED MANAGERS GROUP, INC.DEAMG FL HOLDINGS, LLCE Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL FINANCIAL HOLDINGS INC.FELPL HOLDINGS, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL HOLDINGS, INC.DEFORTIGENT HOLDINGS COMPANY, INC.E Control
LPL INVESTMENT HOLDINGS INC.DELPL HOLDINGS, INC.E Control
LYDIAN TRUST COMPANYDEFORTIGENT HOLDINGS COMPANY, LLCE Control
LYDIAN TRUST COMPANYDEFORTIGENT HOLDINGS COMPANY, LLCE Control
LYDIAN TRUST COMPANYDEFORTIGENT HOLDINGS COMPANY, LLCE Control
LYDIAN TRUST COMPANYDEFORTIGENT HOLDINGS COMPANY, LLCE Control
LYDIAN TRUST COMPANYDEFORTIGENT HOLDINGS COMPANY, LLCE Control
LYDIAN TRUST COMPANYDEFORTIGENT HOLDINGS COMPANY, LLCE Control
LYDIAN TRUST COMPANYDEFORTIGENT HOLDINGS COMPANY, LLCE Control
LYDIAN HOLDING COMPANYDEFORTIGENT HOLDINGS COMPANY, INC.D Control
LYDIAN HOLDING COMPANYDEFORTIGENT HOLDINGS COMPANY, INC.D Control
LYDIAN HOLDING COMPANYDEFORTIGENT HOLDINGS COMPANY, INC.D Control
LYDIAN HOLDING COMPANYDEFORTIGENT HOLDINGS COMPANY, INC.D Control
LYDIAN TRUST COMPANYDEFORTIGENT HOLDINGS COMPANY, INC.D Control
AMG FL HOLDINGS, LLCDEFORTIGENT HOLDINGS COMPANY, INC.C Control
AMG FL HOLDINGS, LLCDEFORTIGENT HOLDINGS COMPANY, INC.C Control
AMG FL HOLDINGS, LLCDEFORTIGENT HOLDINGS COMPANY, INC.C Control
AMG FL HOLDINGS, LLCDEFORTIGENT HOLDINGS COMPANY, INC.C Control
AMG FL HOLDINGS, LLCDEFORTIGENT HOLDINGS COMPANY, INC.C Control

Registrations

Federal

IA
Nov 29, 2023 REGISTERED

Notice Filings (42)

AL AR AZ CA CO CT DC DE FL GA IL IN KS KY LA MA MD ME MI MN MO MS NC NH NJ NV NY OH OK OR PA PR RI SC TN TX UT VA VT WA WI WV

Address

1055 LPL WAY
FORT MILL, SC 29715
United States
Phone: 800-877-7210