FIDUCIARY FIRST, LLC
Legal name: FIDUCIARY FIRST
CRD #150330 SEC #801-72234 MAITLAND, FL 407.740.6111
SEC Registered
Total AUM
$5.2B
Discretionary
$3.9B
Employees
4
Clients
0
Accounts
87
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BJORDAHL, BLAKE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BJORDAHL, BLAKE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BJORDAHL, BLAKE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BJORDAHL, BLAKE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DELLAVEDOVA, NICHOLAS, DOMINIC | I | PRESIDENT | NA | Control |
| DOWLING, HANNAH, ROSE | I | ASSISTANT VICE PRESIDENT | NA | |
| DOWLING, HANNAH, ROSE | I | ASSISTANT VICE PRESIDENT | NA | |
| DOWLING, HANNAH, ROSE | I | ASSISTANT VICE PRESIDENT | NA | |
| DOWLING, HANNAH, ROSE | I | ASSISTANT VICE PRESIDENT | NA | |
| DOWLING, HANNAH, ROSE | I | ASSISTANT VICE PRESIDENT - WEALTHSPIRE RETIREMENT | NA | |
| DOWLING, HANNAH, ROSE | I | ASSISTANT VICE PRESIDENT - WEALTHSPIRE RETIREMENT | NA | |
| DOWLING, HANNAH, ROSE | I | ASSISTANT VICE PRESIDENT - WEALTHSPIRE RETIREMENT | NA | |
| Dowling, Hannah | I | ASSISTANT VICE PRESIDENT | NA | |
| Dowling, Hannah | I | ASSISTANT VICE PRESIDENT | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| EPSTEIN, ROSS, MICHAEL | I | VICE PRESIDENT, TREASURER | NA | |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FALLER, DONALD, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOSS, MICHAEL, EDMOND | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| GOSS, MICHAEL, EDMOND | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| GOSS, MICHAEL, EDMOND | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| HAYES, JAMIE, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| HILZENRATH, ROBERT, JAY | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| HILZENRATH, ROBERT, JAY | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | NA | Control |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| MOO, VERONICA, EI CHUN | I | MANAGER, VICE PRESIDENT, SECRETARY | NA | Control |
| MOO, VERONICA, EI CHUN | I | MANAGER, VICE PRESIDENT, SECRETARY | NA | Control |
| MOO, VERONICA, EI CHUN | I | MANAGER, VICE PRESIDENT, SECRETARY | NA | Control |
| MOO, VERONICA, EI CHUN | I | MANAGER, VICE PRESIDENT, SECRETARY | NA | Control |
| MOO, VERONICA, EI CHUN | I | MANAGER, VICE PRESIDENT, SECRETARY | NA | Control |
| MOO, VERONICA, EI CHUN | I | MANAGER, VICE PRESIDENT, SECRETARY | NA | Control |
| MOO, VERONICA, EI CHUN | I | MANAGER, VICE PRESIDENT, SECRETARY | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| NELSON, CARL, EDWARD | I | PRESIDENT - WEALTHSPIRE | NA | Control |
| NELSON, CARL, EDWARD | I | PRESIDENT - WEALTHSPIRE | NA | Control |
| NELSON, CARL, EDWARD | I | PRESIDENT - WEALTHSPIRE | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | MANAGER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | MANAGER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | MANAGER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | MANAGER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | MANAGER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | MANAGER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | MANAGER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | MANAGER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | MANAGER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | MANAGER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | MANAGER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | MANAGER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | MANAGER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | MANAGER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR - WEALTHSPIRE | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT - WEALTHSPIRE RETIREMENT | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT - WEALTHSPIRE RETIREMENT | NA | Control |
| SHAPIRO, JOEL, BARRY | I | PRESIDENT - WEALTHSPIRE RETIREMENT | NA | Control |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| SPRADLEY, SUZANNE, F | I | VICE PRESIDENT | NA | |
| YU, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YU, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YU, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YU, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YU, BRIAN, J | I | CHIEF COMPLIANCE OFFICER - WEALTHSPIRE RETIREMENT | NA | Control |
| YU, BRIAN, J | I | CHIEF COMPLIANCE OFFICER - WEALTHSPIRE RETIREMENT | NA | Control |
| YU, BRIAN, J | I | CHIEF COMPLIANCE OFFICER - WEALTHSPIRE RETIREMENT | NA | Control |
| Yu, Brian, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Yu, Brian, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NFP RETIREMENT INC. | DE | SOLE MEMBER | E | Control |
| NFP RETIREMENT INC. | DE | SOLE MEMBER | E | Control |
| NFP RETIREMENT INC. | DE | SOLE MEMBER | E | Control |
| NFP RETIREMENT INC. | DE | SOLE MEMBER | E | Control |
| NFP RETIREMENT INC. | DE | SOLE MEMBER | E | Control |
| NFP RETIREMENT INC. | DE | SOLE MEMBER | E | Control |
| NFP RETIREMENT INC. | DE | SOLE MEMBER | E | Control |
| NFP RETIREMENT INC. | DE | SHAREHOLDER | E | Control |
| NFP RETIREMENT INC. | DE | SHAREHOLDER | E | Control |
| NFP RETIREMENT INC. | DE | SHAREHOLDER | E | Control |
| NFP RETIREMENT INC. | DE | SHAREHOLDER | E | Control |
| NFP RETIREMENT INC. | DE | SHAREHOLDER | E | Control |
| NFP RETIREMENT INC. | DE | SHAREHOLDER | E | Control |
| NFP RETIREMENT INC. | DE | SHAREHOLDER | E | Control |
| NFP RETIREMENT INC. | DE | SHAREHOLDER | E | Control |
| WEALTHSPIRE RETIREMENT, LLC | DE | SHAREHOLDER | E | Control |
| WEALTHSPIRE RETIREMENT, LLC | DE | SHAREHOLDER | E | Control |
| WEALTHSPIRE US PARENT, LLC | DE | SHAREHOLDER | E | Control |
| WEALTHSPIRE US PARENT, LLC | DE | SHAREHOLDER | E | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TRINITY BUSINESS CONSULTANTS, LLC | DE | MANAGING MEMBER | D | Control |
| TCB CAPITAL, LLC | DE | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| AON, PLC | FE | RANDOLPH FINANCE UNLIMITED COMPANY | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| FALLER, DONALD, MARK | I | TRINITY BUSINESS CONSULTANTS, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| HAYES, JAMIE, ANN | I | TCB CAPITAL, LLC | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP RETIREMENT INC. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| RANDOLPH ACQUISITION CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| RANDOLPH FINANCE UNLIMITED COMPANY | FE | RANDOLPH ACQUISITION CORP. | E | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (1)
FL
Address
1060 MAITLAND CENTER COMMONSSUITE 360
MAITLAND, FL 32751
United States
Phone: 407.740.6111