LENOX WEALTH ADVISORS, LLC

Legal name: WEALTHSPIRE ADVISORS

CRD #158380 SEC #801-72914 NEW YORK, NY 212-602-4500

SEC Registered Disclosures

Total AUM

$2.1B

Discretionary

$2.1B

Employees

Clients

251

Accounts

2,851

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 27, 2022
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
BOOK, MICHAEL, ANDREW	I	MANAGING DIRECTOR	NA	Control
CADE, CHRISTINA, DAWN	I	CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER	NA	Control
CADE, CHRISTINA, DAWN	I	CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER	NA	Control
CADE, CHRISTINA, DAWN	I	CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER	NA	Control
CADE, CHRISTINA, DAWN	I	CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER	NA	Control
CADE, CHRISTINA, DAWN	I	CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER	NA	Control
CADE, CHRISTINA, DAWN	I	CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER	NA	Control
CADE, CHRISTINA, DAWN	I	CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER	NA	Control
CADE, CHRISTINA, DAWN	I	CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER/PRESIDENT	NA	Control
CARTER, DAVID, M	I	PRINCIPAL	NA	Control
CARTER, DAVID, M	I	PRINCIPAL	NA	Control
CARTER, DAVID, M	I	PRINCIPAL	NA	Control
CARTER, DAVID, M	I	PRINCIPAL	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER/PRESIDENT	NA	Control
CARTER, DAVID, M	I	PRINCIPAL	NA	Control
CARTER, DAVID, M	I	PRINCIPAL	NA	Control
CARTER, DAVID, M	I	PRINCIPAL	NA	Control
CARTER, DAVID, M	I	PRINCIPAL	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
CARTER, DAVID, M	I	CHIEF INVESTMENT OFFICER	NA	Control
EVAN, MICHAEL, ANDREW	I	DIRECTOR/VICE PRESIDENT	NA	Control
EVAN, MICHAEL, ANDREW	I	DIRECTOR/VICE PRESIDENT	NA	Control
EVAN, MICHAEL, ANDREW	I	DIRECTOR/VICE PRESIDENT	NA	Control
EVAN, MICHAEL, ANDREW	I	DIRECTOR	NA	Control
EVAN, MICHAEL, ANDREW	I	DIRECTOR	NA	Control
EVAN, MICHAEL, ANDREW	I	DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LARGE, GREGORY, KARL	I	MANAGING DIRECTOR	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MORIARTY, MICHAEL, JOSEPH	I	CHIEF INVESTMENT OFFICER	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
OLSON, STEPHANIE, SCHERR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OLSON, STEPHANIE, SCHERR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OLSON, STEPHANIE, SCHERR	I	CHIEF COMPLIANCE OFFICER	NA	Control
OLSON, STEPHANIE, SCHERR	I	CHIEF COMPLIANCE OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/SENIOR PORTFOLIO MANAGER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER AND SENIOR PORTFOLIO MANAGER	NA
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER AND SENIOR PORTFOLIO MANAGER	NA
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/SENIOR PORTFOLIO MANAGER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER AND SENIOR PORTFOLIO MANAGER	NA
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER AND SENIOR PORTFOLIO MANAGER	NA
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/SENIOR PORTFOLIO MANAGER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
REYNHOLDS, GREGORY, KEVIN	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHROHE, DAVID, BRADLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
SCHROHE, DAVID, BRADLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
SCHROHE, DAVID, BRADLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
SCHROHE, DAVID, BRADLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
SCHROHE, DAVID, BRADLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
SCHROHE, DAVID, BRADLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
SCHROHE, DAVID, BRADLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
SCHROHE, DAVID, BRADLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	MANAGING DIRECTOR	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	MANAGING DIRECTOR	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	MANAGING DIRECTOR	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	MANAGING DIRECTOR	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	MANAGING DIRECTOR	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	MANAGING DIRECTOR	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	MANAGING DIRECTOR	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	MANAGING DIRECTOR	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
VAN BENSCHOTEN, RICK, PIERCE	I	CHIEF EXECUTIVE OFFICER	NA	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LWA HOLDINGS LLC	DE	SHAREHOLDER	E	Control
NATIONAL FINANCIAL PARTNERS CORP.	DE	PARENT ORGANIZATION	E	Control
NATIONAL FINANCIAL PARTNERS CORP.	DE	PARENT ORGANIZATION	E	Control
NATIONAL FINANCIAL PARTNERS CORP.	DE	PARENT ORGANIZATION	E	Control
NATIONAL FINANCIAL PARTNERS CORP.	DE	PARENT ORGANIZATION	E	Control
NATIONAL FINANCIAL PARTNERS CORP.	DE	PARENT ORGANIZATION	E	Control
NATIONAL FINANCIAL PARTNERS CORP.	DE	PARENT ORGANIZATION	E	Control
NATIONAL FINANCIAL PARTNERS CORP.	DE	PARENT ORGANIZATION	E	Control
NATIONAL FINANCIAL PARTNERS CORP.	DE	PARENT ORGANIZATION	E	Control
NFP CORP.	DE	SHAREHOLDER	E	Control
NFP CORP.	DE	SHAREHOLDER	E	Control
NFP CORP.	DE	SHAREHOLDER	E	Control
NFP CORP.	DE	SHAREHOLDER	E	Control
NFP CORP.	DE	SHAREHOLDER	E	Control
NFP CORP.	DE	SHAREHOLDER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	PATRIOT INVESTMENT HOLDINGS, LLC	E	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	PATRIOT INVESTMENT HOLDINGS, LLC	E	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	PATRIOT INVESTMENT HOLDINGS, LLC	E	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	PATRIOT INVESTMENT HOLDINGS, LLC	E	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	PATRIOT INVESTMENT HOLDINGS, LLC	E	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	PATRIOT INVESTMENT HOLDINGS, LLC	E	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	PATRIOT INVESTMENT HOLDINGS, LLC	E	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	PATRIOT INVESTMENT HOLDINGS, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
PATRIOT INTERMEDIATE HOLDINGS A. CORP.	DE	PATRIOT INTERMEDIATE HOLDINGS B. CORP.	E	Control
PATRIOT INTERMEDIATE HOLDINGS A. CORP.	DE	PATRIOT INTERMEDIATE HOLDINGS B. CORP.	E	Control
PATRIOT INTERMEDIATE HOLDINGS B. CORP.	DE	NATIONAL FINANCIAL PARTNERS CORP.	E	Control
PATRIOT INTERMEDIATE HOLDINGS B. CORP.	DE	NATIONAL FINANCIAL PARTNERS CORP.	E	Control
PATRIOT INVESTMENT HOLDINGS, LLC	DE	PATRIOT INTERMEDIATE HOLDINGS A. CORP.	E	Control
PATRIOT INVESTMENT HOLDINGS, LLC	DE	PATRIOT INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
NFP CORP	DE	LWA HOLDINGS LLC	D	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control

Registrations

Federal

May 27, 2022 REGISTERED

Notice Filings (24)

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