RPOA ADVISORS, INC.
Legal name: RETIREMENT PLANNERS OF AMERICA
CRD #157222 SEC #801-72262 PLANO, TX 469-246-3600
SEC Registered
Total AUM
$4B
Discretionary
$4B
Employees
126
Clients
--
Accounts
15,760
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARGENT TRUST COMPANY | DE | TRUSTEE OF RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | NA | |
| ARGENT TRUST COMPANY | DE | TRUSTEE OF RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | NA | |
| ARGENT TRUST COMPANY | DE | TRUSTEE OF RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | NA | |
| ARGENT TRUST COMPANY | DE | TRUSTEE OF RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | NA | |
| ARGENT TRUST COMPANY | DE | TRUSTEE OF RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | NA | |
| ARGENT TRUST COMPANY | DE | TRUSTEE OF RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | NA | |
| CARRILLO, SUZANNA, MARIA | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CARRILLO, SUZANNA, MARIA | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CARRILLO, SUZANNA, MARIA | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CARRILLO, SUZANNA, MARIA | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CARRILLO, SUZANNA, MARIA | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CARRILLO, SUZANNA, MARIA | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CARRILLO, SUZANNA, MARIA | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| COCKRUM, DAVID, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRYE, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| LUBY, STEPHEN, BRASSIL | I | CHIEF REVENUE OFFICER | NA | Control |
| MORAIF, KENNETH, ALFRED | I | TRUSTEE OF MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | NA | Control |
| MORAIF, KENNETH, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MORAIF, KENNETH, ALFRED | I | TRUSTEE OF MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | NA | Control |
| MORAIF, KENNETH, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MORAIF, KENNETH, ALFRED | I | TRUSTEE OF MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | NA | Control |
| MORAIF, KENNETH, ALFRED | I | TRUSTEE OF MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | NA | Control |
| MORAIF, KENNETH, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MORAIF, KENNETH, ALFRED | I | TRUSTEE OF MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | NA | Control |
| MORAIF, KENNETH, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MORAIF, KENNETH, ALFRED | I | TRUSTEE OF MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | NA | Control |
| ROACH, JORDAN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ROACH, JORDAN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ROACH, JORDAN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Randolph, William, Howard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| STUART, JULIA | I | CHIEF OPERATING OFFICER | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WARD, JAMES, LEO | I | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINKLER, CHRISTOPHER, TODD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOLF, BRIAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| MORAIF, KENNETH, ALFRED | I | DIRECT OWNER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| MORAIF, KENNETH, ALFRED | I | MANAGING MEMBER | D | Control |
| BARTOL, DOUGLAS, MERRILL | I | DIRECT OWNER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| BARTOL, DOUGLAS, MERRILL | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | DIRECT OWNER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DRAGON, ELIAS, ROBERT | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | DIRECT OWNER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| DYER, CHARLES, DOUGLAS | I | MEMBER | B | Control |
| MORAIF, KENNETH, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | B | Control |
| MORAIF, KENNETH, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | B | Control |
| RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | B | |
| RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | B | |
| RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | B | |
| RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | B | |
| RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | B | |
| RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | B | |
| HATTON, CLARK, CHRISTOPHER | I | DIRECT OWNER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
| HATTON, CLARK, CHRISTOPHER | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ARGENT TRUST COMPANY | DE | RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | F | |
| ARGENT TRUST COMPANY | DE | RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | F | |
| ARGENT TRUST COMPANY | DE | RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | F | |
| ARGENT TRUST COMPANY | DE | RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP TRUST | F | |
| MORAIF, KENNETH, ALFRED | I | MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | F | Control |
| MORAIF, KENNETH, ALFRED | I | MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | F | Control |
| MORAIF, KENNETH, ALFRED | I | MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | F | Control |
| MORAIF, KENNETH, ALFRED | I | MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | F | Control |
Registrations
Federal
IA
Jul 30, 2025 REGISTERED
Notice Filings (42)
AK AL AR AZ CA CO FL GA HI IA ID IL IN KS KY LA MA MD MI MN MO MS MT NC NE NH NJ NM NV NY OH OK OR PA SC SD TN TX UT VA WA WI
Address
2820 DALLAS PARKWAYPLANO, TX 75093
United States
Phone: 469-246-3600