RIA Intelligence

DYNASTY WEALTH MANAGEMENT, LLC

CRD #153377 SEC #801-71301 ST. PETERSBURG, FL 727-865-4809
SEC Registered Private Funds
Total AUM
$8.7B
Discretionary
$8.7B
Employees
170
Clients
0
Accounts
20,147

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 3, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIPARTNERNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BROWN, MICHAEL, CHARLESIDIRECTOR OF WEALTH MANAGEMENTNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
DURSI, JOSEPH, THOMASICHIEF INVESTMENT OFFICERNA
EMERSON, JASON, BRADLEYICFONA Control
EMERSON, JASON, BRADLEYICFONA Control
EMERSON, JASON, BRADLEYICFONA Control
EMERY, LEIGH, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
EMERY, LEIGH, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
EMERY, LEIGH, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMITICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITIPARTNERNA
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITIPARTNERNA
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMITICFONA Control
GROVER, AMIT, NMNICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMIT, NMNICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMIT, NMNICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMIT, NMNICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMIT, NMNICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMIT, NMNICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMIT, NMNICHIEF COMPLIANCE OFFICERNA Control
GROVER, AMIT, NO MNICFONA Control
GROVER, AMIT, NO MNICFONA Control
GROVER, AMIT, NO MNICFONA Control
GROVER, AMIT, NO MNICFONA Control
GROVER, AMIT, NO MNICFONA Control
GROVER, AMIT, NO MNICFONA Control
GROVER, AMIT, NO MNICFONA Control
GROVER, AMIT, NO MNICFONA Control
HINEMAN, MARC, JOSEPHICHIEF OPERATING OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
Hansen, Alexander, WilliamICHIEF COMPLIANCE OFFICERNA Control
KAMIN, DOUGLAS, ANDREWICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
KERLEY, AMANDA, BETHICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
LANG, JEFFREY, ANDREWICHIEF COMPLIANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
MORRIS, JONATHAN, RICHARDICHIEF LEGAL AND GOVERNANCE OFFICERNA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASIPARTNERNA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PENNEY, SHIRL, THOMASICEONA Control
PISANO, STEVEN, HENRYICOMPLIANCE OFFICER - INVESTMENT OPERATIONSNA Control
PISANO, STEVEN, HENRYICOMPLIANCE OFFICER - INVESTMENT OPERATIONSNA Control
PISANO, STEVEN, HENRYICOMPLIANCE OFFICER - INVESTMENT OPERATIONSNA Control
PISANO, STEVEN, HENRYICOMPLIANCE OFFICER - INVESTMENT OPERATIONSNA Control
PISANO, STEVEN, HENRYICOMPLIANCE OFFICER - INVESTMENT OPERATIONSNA Control
PISANO, STEVEN, HENRYICOMPLIANCE OFFICER - INVESTMENT OPERATIONSNA Control
RALLIFORD, JAMIE, SICHIEF COMPLIANCE OFFICERNA Control
RALLIFORD, JAMIE, SICHIEF COMPLIANCE OFFICERNA Control
RALLIFORD, JAMIE, SICHIEF COMPLIANCE OFFICERNA Control
RALLIFORD, JAMIE, SICHIEF COMPLIANCE OFFICERNA Control
RALLIFORD, JAMIE, SICHIEF COMPLIANCE OFFICERNA Control
RALLIFORD, JAMIE, SICHIEF COMPLIANCE OFFICERNA Control
RUSSO, JILL, ALEXANDRIAICHIEF COMPLIANCE OFFICERNA Control
RUSSO, JILL, ALEXANDRIAICHIEF COMPLIANCE OFFICERNA Control
RUSSO, JILL, ALEXANDRIAICHIEF COMPLIANCE OFFICERNA Control
RUSSO, JILL, ALEXANDRIAICHIEF COMPLIANCE OFFICERNA Control
RUSSO, JILL, ALEXANDRIAICHIEF COMPLIANCE OFFICERNA Control
RUSSO, JILL, ALEXANDRIAICHIEF COMPLIANCE OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYIPARTNERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF OPERATING OFFICERNA Control
Shook, ShawnIGENERAL COUNSELNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTIBOARD MEMBERNA Control
THOMSON, TODD, STUARTIBOARD MEMBERNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTICHAIRMANNA Control
THOMSON, TODD, STUARTIBOARD MEMBERNA Control
THOMSON, TODD, STUARTIBOARD MEMBERNA Control
THOMSON, TODD, STUARTIBOARD MEMBERNA Control
THOMSON, TODD, STUARTIBOARD MEMBERNA Control
THOMSON, TODD, STUARTIBOARD MEMBERNA Control
THOMSON, TODD, STUARTIBOARD MEMBERNA Control
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WEINKLE, JUSTIN, JAMESICHIEF FINANCIAL OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
WELCH, SCOTT, DAVIDICHIEF INVESTMENT OFFICERNA
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
DYNASTY FINANCIAL PARTNERS, LLCDELLC MEMBER-OWNERE Control
PENNEY, SHIRL, THOMASIMANGING MEMBERD Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERC Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERC Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERC Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERC Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERC Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERC Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERC Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERC Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERB Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERB Control
PENNEY, SHIRL, THOMASIPARTNERB Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERB Control
PENNEY, SHIRL, THOMASIMANAGING MEMBERB Control
THOMSON, TODD, STUARTICHAIRMANB
BROWN, MICHAEL, CHARLESIPARTNERA
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIPARTNERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control
SWENSON, EDWARD, CHRISTYIMANAGING MEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DYNASTY FINANCIAL HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCE Control
DYNASTY FINANCIAL HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCE Control
GF HUDSON LLCDEGF-DYNASTY HOLDINGS LLCE Control
GF HUDSON LLCDEGF-DYNASTY HOLDINGS LLCE Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCE Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCE Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCE Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCE Control
GFNY LLCDEGF HUDSON LLCE Control
GFNY LLCDEGF HUDSON LLCE Control
GF-DYNASTY HOLDINGS LLCDEDYNASTY FINANCIAL HOLDINGS, LLCC Control
GF-DYNASTY HOLDINGS LLCDEDYNASTY FINANCIAL HOLDINGS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
GF-DYNASTY HOLDINGS, LLCDEDYNASTY FINANCIAL PARTNERS, LLCC Control
PENNEY, SHIRL, THOMASIDYNASTY FINANCIAL PARTNERS LLCC Control

Registrations

Federal

IA
Nov 3, 2025 REGISTERED

Notice Filings (26)

AL AZ CA CO CT DE FL GA IL KS KY MA MD ME MN MO NJ NV NY OH OR PA TN TX VA WI

Address

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