PRECEPT ADVISORY GROUP LLC
CRD #152776 SEC #801-71072 IRVINE, CA 800-344-1430
SEC Registered
Total AUM
$5B
Discretionary
$541.8M
Employees
8
Clients
0
Accounts
63
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 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 |
|---|---|---|---|---|
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT, MANAGING DIRECTOR | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | SENIOR VICE PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | PRESIDENT | NA | |
| BRIGHT, LINDA, KYU-YOUNG | I | PRESIDENT | NA | |
| Boone, Jon | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Boone, Jon | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Boone, Jon | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Boone, Jon | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORDLE, COYE, BAXTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAVIS, ROBERT, READ | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Gottwals, David, Alan | I | PRESIDENT | NA | Control |
| Gottwals, David, Alan | I | PRESIDENT | NA | Control |
| Gottwals, David, Alan | I | PRESIDENT | NA | Control |
| Gottwals, David, Alan | I | PRESIDENT | NA | Control |
| Gottwals, David, Alan | I | PRESIDENT | NA | Control |
| Gottwals, David, Alan | I | PRESIDENT | NA | Control |
| Gottwals, David, Alan | I | PRESIDENT | NA | Control |
| Gottwals, David, Alan | I | PRESIDENT | NA | Control |
| Gregory, Mary | I | TREASURER | NA | Control |
| Gregory, Mary | I | TREASURER | NA | Control |
| Gregory, Mary | I | TREASURER | NA | Control |
| Gregory, Mary | I | TREASURER | NA | Control |
| HOWARD, JOHN, MICHAEL | I | MANAGER, CHAIRMAN | NA | |
| HOWARD, JOHN, MICHAEL | I | MANAGER, CHAIRMAN | NA | |
| HOWARD, JOHN, MICHAEL | I | MANAGER, CHAIRMAN | NA | |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | MANAGER, CHAIRMAN | NA | |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| HOWARD, JOHN, MICHAEL | I | CHAIRMAN | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Holder, Andrea, L | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IGEL, DOUGLAS, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, RETIREMENT PLAN CONSULTING | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | VICE PRESIDENT | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KO, VINCENT, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| Loth, Martin | I | PRESIDENT | NA | Control |
| Loth, Martin | I | PRESIDENT | NA | Control |
| Loth, Martin | I | PRESIDENT | NA | Control |
| Loth, Martin | I | PRESIDENT | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTIN, MARY, M | I | TREASURER | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| MARTINI, MICHAEL, JOSEPH | I | PRESIDENT | NA | Control |
| PATEL, REBECCA, VELENA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATEL, REBECCA, VELENA | I | CHIEF COMPLIANCE OFFICER | NA | |
| Pruett, David, M | I | MANAGER, VICE CHAIRMAN AND SECRETARY | NA | Control |
| Pruett, David, M | I | MANAGER, VICE CHAIRMAN AND SECRETARY | NA | Control |
| Pruett, David, M | I | MANAGER, VICE CHAIRMAN AND SECRETARY | NA | Control |
| Pruett, David, M | I | MANAGER, VICE CHAIRMAN AND SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| STRINGER, TAMMY, J. | I | SECRETARY | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ULMER, III, FREDERICK, W. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T | DE | SOLE MEMBER OF PRECEPT ADVISORY GROUP, LLC | E | Control |
| BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | DE | MEMBER | E | Control |
| BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | DE | MEMBER | E | Control |
| BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | DE | MEMBER | E | Control |
| BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | DE | MEMBER | E | Control |
| BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | DE | MEMBER | E | Control |
| MARSH & MCLENNAN AGENCY LLC | DE | SHAREHOLDER | E | Control |
| MARSH & MCLENNAN AGENCY LLC | DE | SHAREHOLDER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, INC. | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| MCGRIFF INSURANCE SERVICES, LLC | DE | MEMBER | E | Control |
| WASILEWSKI, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WASILEWSKI, ALEX, NMN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WASILEWSKI, ALEX, NMN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WASILEWSKI, ALEX, NMN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WASILEWSKI, ALEX, NMN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WASILEWSKI, ALEX, NMN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WASILEWSKI, ALEX, NMN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WASILEWSKI, ALEX, NMN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BB&T CORPORATION | DE | BRANCH BANKING AND TRUST COMPANY | E | Control |
| BB&T CORPORATION | DE | BRANCH BANKING AND TRUST COMPANY | E | Control |
| BB&T CORPORATION | DE | BRANCH BANKING AND TRUST COMPANY | E | Control |
| BB&T CORPORATION | DE | BRANCH BANKING AND TRUST COMPANY | E | Control |
| BB&T CORPORATION | DE | BRANCH BANKING AND TRUST COMPANY | E | Control |
| BB&T CORPORATION | DE | BRANCH BANKING AND TRUST COMPANY | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | BB&T INSURANCE SERVICES, INC. (DBA STANLEY HUNT DUPREE & RHINE) | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | BB&T INSURANCE SERVICES, INC. (DBA STANLEY HUNT DUPREE & RHINE) | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | BB&T INSURANCE SERVICES, INC. (DBA STANLEY HUNT DUPREE & RHINE) | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | BB&T INSURANCE SERVICES, INC. (DBA STANLEY HUNT DUPREE & RHINE) | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | BB&T INSURANCE SERVICES, INC. (DBA STANLEY HUNT DUPREE & RHINE) | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| BB&T INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| BB&T INSURANCE SERVICES INC. (DBA STANLEY HUNT DUPREE & RHINE) | DE | BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | E | Control |
| BB&T INSURANCE SERVICES INC. (DBA STANLEY HUNT DUPREE & RHINE) | DE | BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | E | Control |
| BB&T INSURANCE SERVICES INC. (DBA STANLEY HUNT DUPREE & RHINE) | DE | BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | E | Control |
| BB&T INSURANCE SERVICES INC. (DBA STANLEY HUNT DUPREE & RHINE) | DE | BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | E | Control |
| BB&T INSURANCE SERVICES INC. (DBA STANLEY HUNT DUPREE & RHINE) | DE | BB&T INSURANCE SERVICES OF CALIFORNIA, INC. | E | Control |
| BRANCH BANKING AND TRUST COMPANY | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| BRANCH BANKING AND TRUST COMPANY | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| BRANCH BANKING AND TRUST COMPANY | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| BRANCH BANKING AND TRUST COMPANY | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| BRANCH BANKING AND TRUST COMPANY | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| BRANCH BANKING AND TRUST COMPANY | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| CD&R PANTHER HOLDINGS, L.P. | FE | CD&R XII PANTHER INVESTOR L.P. | E | Control |
| CD&R PANTHER HOLDINGS, L.P. | FE | CD&R XII PANTHER INVESTOR L.P. | E | Control |
| CD&R PANTHER HOLDINGS, L.P. | FE | CD&R XII PANTHER INVESTOR L.P. | E | Control |
| CD&R PANTHER HOLDINGS, L.P. | FE | CD&R XII PANTHER INVESTOR L.P. | E | Control |
| CD&R PANTHER HOLDINGS, L.P. | FE | CD&R XII PANTHER INVESTOR L.P. | E | Control |
| CD&R PANTHER HOLDINGS, L.P. | FE | CD&R XII PANTHER INVESTOR L.P. | E | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R PANTHER HOLDINGS, L.P. | E | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R PANTHER HOLDINGS, L.P. | E | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R PANTHER HOLDINGS, L.P. | E | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R PANTHER HOLDINGS, L.P. | E | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R PANTHER HOLDINGS, L.P. | E | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R PANTHER HOLDINGS, L.P. | E | Control |
| MARSH & MCLENNAN COMPANIES, INC. | DE | MARSH LLC | E | Control |
| MARSH LLC | DE | MARSH USA LLC | E | Control |
| MARSH USA LLC | DE | MARSH & MCLENNAN AGENCY LLC | E | Control |
| PANTHER AGGREGATOR, L.P. | FE | PANTHER PLATFORM PARENT, L.P. | E | Control |
| PANTHER AGGREGATOR, L.P. | FE | PANTHER PLATFORM PARENT, L.P. | E | Control |
| PANTHER AGGREGATOR, L.P. | FE | PANTHER PLATFORM PARENT, L.P. | E | Control |
| PANTHER BLOCKER I, INC. | DE | TRIDENT BUTTERFLY INVESTOR, INC. | E | Control |
| PANTHER BLOCKER I, INC. | DE | TRIDENT BUTTERFLY INVESTOR, INC. | E | Control |
| PANTHER BLOCKER I, INC. | DE | TRIDENT BUTTERFLY INVESTOR, INC. | E | Control |
| PANTHER PLATFORM HOLDCO, L.P. | DE | PANTHER PLATFORM MIDCO, L.P. | E | Control |
| PANTHER PLATFORM HOLDCO, L.P. | DE | PANTHER PLATFORM MIDCO, L.P. | E | Control |
| PANTHER PLATFORM HOLDCO, L.P. | DE | PANTHER PLATFORM MIDCO, L.P. | E | Control |
| PANTHER PLATFORM MIDCO, L.P. | DE | PANTHER BLOCKER I, INC. | E | Control |
| PANTHER PLATFORM MIDCO, L.P. | DE | PANTHER BLOCKER I, INC. | E | Control |
| PANTHER PLATFORM MIDCO, L.P. | DE | PANTHER BLOCKER I, INC. | E | Control |
| PANTHER PLATFORM PARENT, L.P. | DE | PANTHER PLATFORM HOLDCO, L.P. | E | Control |
| PANTHER PLATFORM PARENT, L.P. | DE | PANTHER PLATFORM HOLDCO, L.P. | E | Control |
| PANTHER PLATFORM PARENT, L.P. | DE | PANTHER PLATFORM HOLDCO, L.P. | E | Control |
| TIH AGGREGATOR, L.P. | FE | TIH PLATFORM PARENT, L.P. | E | Control |
| TIH AGGREGATOR, L.P. | FE | TIH PLATFORM PARENT, L.P. | E | Control |
| TIH AGGREGATOR, L.P. | FE | TIH PLATFORM PARENT, L.P. | E | Control |
| TIH BLOCKER II, INC. | DE | TIH INVESTOR II, INC. | E | Control |
| TIH BLOCKER II, INC. | DE | TIH INVESTOR II, INC. | E | Control |
| TIH BLOCKER II, INC. | DE | TIH INVESTOR II, INC. | E | Control |
| TIH PLATFORM HOLDCO, L.P. | DE | TIH PLATFORM MIDCO, L.P. | E | Control |
| TIH PLATFORM HOLDCO, L.P. | DE | TIH PLATFORM MIDCO, L.P. | E | Control |
| TIH PLATFORM HOLDCO, L.P. | DE | TIH PLATFORM MIDCO, L.P. | E | Control |
| TIH PLATFORM MIDCO, L.P. | DE | TIH BLOCKER II, INC. | E | Control |
| TIH PLATFORM MIDCO, L.P. | DE | TIH BLOCKER II, INC. | E | Control |
| TIH PLATFORM MIDCO, L.P. | DE | TIH BLOCKER II, INC. | E | Control |
| TIH PLATFORM PARENT, L.P. | DE | TIH PLATFORM HOLDCO, L.P. | E | Control |
| TIH PLATFORM PARENT, L.P. | DE | TIH PLATFORM HOLDCO, L.P. | E | Control |
| TIH PLATFORM PARENT, L.P. | DE | TIH PLATFORM HOLDCO, L.P. | E | Control |
| TRUIST BANK | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | BB&T INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, LLC | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, INC. | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, LLC | E | Control |
| TRUIST BANK | DE | TRUIST INSURANCE HOLDINGS, LLC | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST FINANCIAL CORPORATION | DE | TRUIST BANK | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, INC. | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, LLC | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, LLC | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, LLC | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, LLC | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, LLC | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| TRUIST INSURANCE HOLDINGS, LLC | DE | MCGRIFF INSURANCE SERVICES, LLC | E | Control |
| PANTHER BLOCKER I, INC. | DE | TRUIST INSURANCE HOLDINGS, LLC | D | Control |
| PANTHER BLOCKER I, INC. | DE | TRUIST INSURANCE HOLDINGS, LLC | D | Control |
| PANTHER BLOCKER I, INC. | DE | TRUIST INSURANCE HOLDINGS, LLC | D | Control |
| TIH BLOCKER II, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | D | Control |
| TIH BLOCKER II, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | D | Control |
| TIH BLOCKER II, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | D | Control |
| CD&R XII PANTHER INVESTOR L.P. | FE | PANTHER AGGREGATOR, L.P. | C | Control |
| CD&R XII PANTHER INVESTOR L.P. | FE | TIH AGGREGATOR, L.P. | C | Control |
| CD&R XII PANTHER INVESTOR L.P. | FE | PANTHER AGGREGATOR, L.P. | C | Control |
| CD&R XII PANTHER INVESTOR L.P. | FE | TIH AGGREGATOR, L.P. | C | Control |
| CD&R XII PANTHER INVESTOR L.P. | FE | PANTHER AGGREGATOR, L.P. | C | Control |
| CD&R XII PANTHER INVESTOR L.P. | FE | TIH AGGREGATOR, L.P. | C | Control |
| TIH INVESTOR II, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | C | Control |
| TIH INVESTOR II, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | C | Control |
| TIH INVESTOR II, INC. | DE | MCGRIFF INSURANCE SERVICES, LLC | C | Control |
| TRIDENT BUTTERFLY INVESTOR, INC. | DE | TRUIST INSURANCE HOLDINGS, LLC | C | Control |
| TRIDENT BUTTERFLY INVESTOR, INC. | DE | TRUIST INSURANCE HOLDINGS, LLC | C | Control |
| TRIDENT BUTTERFLY INVESTOR, INC. | DE | TRUIST INSURANCE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
CA OR TX
Address
130 THEORYSUITE 200
IRVINE, CA 92617
United States
Phone: 800-344-1430