C2P CAPITAL ADVISORY GROUP, LLC
Legal name: PROSPERITY CAPITAL ADVISORS
CRD #156480 SEC #801-72187 WESTLAKE, OH 888-240-0064
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
202
Clients
--
Accounts
14,823
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 39
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALISON, DAVID, MATTHEW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ALISON, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| ASHER, RYAN, PATRICK | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CEO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CEO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CEO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CEO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CEO | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| KYLE, DENNIS, ROBERT | I | CHIEF LEARNING AND TECHNOLOGY OFFICER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF PROJECT MANAGER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MACKERT, JENNIFER, ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MACKERT, JENNIFER, ANN | I | PARTNER | NA | Control |
| MACKERT, JENNIFER, ANN | I | PARTNER | NA | Control |
| MACKEY, KALEM, Joseph | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MACKEY, KALEM, Joseph | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEHTA, DIPEN, KISHORE | I | VICE PRESIDENT- OPERATIONS | NA | Control |
| MEHTA, DIPEN, KISHORE | I | VICE PRESIDENT- OPERATIONS | NA | Control |
| MEHTA, DIPEN, KISHORE | I | VICE PRESIDENT- OPERATIONS | NA | Control |
| MEHTA, DIPEN, KISHORE | I | EXECUTIVE VICE PRESIDENT - OPERATIONS | NA | Control |
| MILOVANCEV, STANLEY, DONALD | I | CO-CEO | NA | Control |
| MILOVANCEV, STANLEY, DONALD | I | CO-CEO | NA | Control |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PELFREY, CLINTON, SHANE | I | PRESIDENT AND CIO - INSTITUTIONAL SERVICES | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| PETEV, STOYAN, PETEV | I | SVP OF ADVANCED MARKETS | NA | |
| RELIEN, JENNIFER, RECHLITZ | I | CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RELIEN, JENNIFER, RECHLITZ | I | GENERAL COUNSEL & CCO | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIPIENSKI, LUKE, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Rister, Michael, Scott | I | CO-PRESIDENT | NA | Control |
| Rister, Michael, Scott | I | CO-PRESIDENT | NA | Control |
| SMITH, JASON, L | I | EXECUTIVE CHAIRMAN | NA | Control |
| SMITH, JASON, L | I | EXECUTIVE CHAIRMAN | NA | Control |
| SMITH, JASON, L | I | EXECUTIVE CHAIRMAN | NA | Control |
| SMITH, JASON, L | I | EXECUTIVE CHAIRMAN | NA | Control |
| SMITH, JASON, L | I | EXECUTIVE CHAIRMAN | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| SMITH, JASON, L | I | CEO | NA | Control |
| Seitz, Matt, R | I | CHIEF MARKETING OFFICER | NA | Control |
| Seitz, Matt, R | I | CHIEF MARKETING OFFICER | NA | Control |
| TERRA, JUAN, PABLO | I | TREASURER | NA | Control |
| TERRA, JUAN, PABLO | I | TREASURER | NA | Control |
| TERRA, JUAN, PABLO | I | TREASURER | NA | Control |
| TERRA, JUAN, PABLO | I | TREASURER | NA | Control |
| TERRA, JUAN, PABLO | I | TREASURER | NA | Control |
| TERRA, JUAN, PABLO | I | CHIEF PEOPLE OFFICER | NA | Control |
| TERRA, JUAN, PABLO | I | CHIEF PEOPLE OFFICER | NA | Control |
| WARNER, RYAN, J | I | CCO | NA | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| C2P ENTERPRISES, LLC | DE | SOLE MEMBER | E | Control |
| SMITH, JASON, L | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, JASON, L | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | D | Control |
| CHAKAN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| CHAKAN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| CHAKAN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| CHAKAN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| CHAKAN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| CHAKAN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| CHAKAN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | C | Control |
| SMITH, JASON, L | I | MANAGING MEMBER | C | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | B | Control |
| FERRA, JUAN, PABLO | I | MEMBER | B | Control |
| FERRA, JUAN, PABLO | I | MEMBER | B | Control |
| FERRA, JUAN, PABLO | I | MEMBER | B | Control |
| FERRA, JUAN, PABLO | I | MEMBER | B | Control |
| FERRA, JUAN, PABLO | I | MEMBER | B | Control |
| FERRA, JUAN, PABLO | I | MEMBER | B | Control |
| FERRA, JUAN, PABLO | I | MEMBER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINTON, SHANE | I | MEMBER | B | Control |
| PELFREY, CLINTON, SHANE | I | MEMBER | B | Control |
| PELFREY, CLINTON, SHANE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PELFREY, CLINTON, SHANE | I | MEMBER | B | Control |
| PELFREY, CLINTON, SHANE | I | MEMBER | B | Control |
| PELFREY, CLINTON, SHANE | I | MEMBER | B | Control |
| PELFREY, CLINTON, SHANE | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| TERRA, JUAN, PABLO | I | MEMBER | B | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | A | Control |
| ALISON, DAVID, MATTHEW | I | MEMBER | A | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT, CEO & CCO | A | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT AND CEO | A | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT AND CEO | A | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT AND CEO | A | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CEO | A | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CEO | A | Control |
| KYLE, DENNIS, ROBERT | I | MEMBER | A | Control |
| KYLE, DENNIS, ROBERT | I | MEMBER | A | Control |
| TERRA, JUAN, PABLO | I | MEMBER | A | Control |
| TERRA, JUAN, PABLO | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
| SMITH, JASON, L | I | C2P ENTERPRISES, LLC | C | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (45)
AL AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS NC NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA WA WI WV
Address
30400 DETROIT ROADSUITE 201
WESTLAKE, OH 44145
United States
Phone: 888-240-0064