WATER OAK ADVISORS, LLC
CRD #140486 SEC #801-66872 WINTER PARK, FL 407-567-2956
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
16
Clients
101
Accounts
2,020
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | VICE PRESIDENT | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR | NA | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR & CCO | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | DIRECTOR | NA | |
| HYLEN, CHRISTOPHER, HENRY | I | DIRECTOR | NA | |
| HYLEN, CHRISTOPHER, HENRY | I | VICE PRESIDENT | NA | Control |
| HYLEN, CHRISTOPHER, HENRY | I | DIRECTOR | NA | |
| HYLEN, CHRISTOPHER, HENRY | I | DIRECTOR | NA | |
| HYLEN, CHRISTOPHER, HENRY | I | DIRECTOR | NA | |
| HYLEN, CHRISTOPHER, HENRY | I | DIRECTOR | NA | |
| HYLEN, CHRISTOPHER, HENRY | I | DIRECTOR | NA | |
| JUDD, REBECCA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUDD, REBECCA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUDD, REBECCA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUDD, REBECCA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR | NA | Control |
| MENDOZA, GREGORY, J | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | MANAGER OF OPERATIONS | NA | Control |
| MENDOZA, GREGORY, JOSEPH | I | MANAGER OF OPERATIONS | NA | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| CNL BANKSHARES, INC. | DE | MEMBER | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| LEMONS, LANCE, CLARKE | I | PRESIDENT | E | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | B | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | B | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | B | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | B | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | B | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | B | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | B | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | B | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR / CHIEF INVESTMENT OFFICER | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR / CHIEF INVESTMENT OFFICER | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR / CHIEF INVESTMENT OFFICER | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR / CHIEF INVESTMENT OFFICER | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR / CHIEF INVESTMENT OFFICER | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | DIRECTOR / CHIEF INVESTMENT OFFICER | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | A | Control |
| CURLEY, STEPHEN, ARMFIELD | I | CHIEF INVESTMENT OFFICER / PRINCIPAL | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR / HEAD OF ADVISORY SERVICES | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR / HEAD OF ADVISORY SERVICES | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR / HEAD OF ADVISORY SERVICES | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR / HEAD OF ADVISORY SERVICES | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR / HEAD OF ADVISORY SERVICES | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | DIRECTOR / HEAD OF ADVISORY SERVICES | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | A | Control |
| MACAIONE, SCOTT, JOSEPH | I | HEAD OF ADVISORY SERVICES / PRINCIPAL | A | Control |
Registrations
Federal
IA
Jul 7, 2020 REGISTERED
Notice Filings (25)
AL AR CA DC DE FL GA IL MA MD ME MI MN MS NC NE NJ OH PA SC TN TX UT VA WA
Address
145 LINCOLN AVENUESUITE A
WINTER PARK, FL 32789-3836
United States
Phone: 407-567-2956