ADVICEPERIOD, LLC

CRD #169828 SEC #801-79005 LOS ANGELES, CA 424-281-3600

SEC Registered Disclosures

Total AUM

$4.5B

Discretionary

$4.4B

Employees

Clients

Accounts

4,821

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Partnership
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 22, 2021
Branch Offices: 20

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DORIAN, ANNE, JENELLE	I	SENIOR VICE PRESIDENT, GENERAL COUNSEL	NA
DORIAN, ANNE, JENELLE	I	SENIOR VICE PRESIDENT, GENERAL COUNSEL	NA
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
LOCKSHIN, STEVEN, DAVID	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
MILES, LAWRENCE, KENNETH	I	DIRECTOR	NA	Control
RUSSELL, MARC	I	DIRECTOR	NA	Control
RUSSELL, MARC	I	DIRECTOR	NA	Control
RUSSELL, MARC	I	DIRECTOR	NA	Control
RUSSELL, MARC	I	DIRECTOR	NA	Control
RUSSELL, MARC	I	DIRECTOR	NA	Control
RUSSELL, MARC	I	DIRECTOR	NA	Control
RUSSELL, MARC	I	DIRECTOR	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN	I	DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
STRAUB, JONATHAN, PAUL	I	DIRECTOR	NA	Control
MARINER WEALTH ADVISORS, LLC	DE	MANAGING MEMBER	E	Control
MARINER WEALTH ADVISORS, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control
OPENADVISOR, LLC	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
1248 TRUST COMPANY, INC.	DE	O. GENE BICKNELL CHARITABLE LEAD TRUST OF 2009	F	Control
1248 TRUST COMPANY, INC.	DE	O. GENE BICKNELL CHARITABLE LEAD TRUST OF 2009	F	Control
BICKNELL, MARTIN, CHRISTOPHER	I	1248 HOLDINGS, LLC	F	Control
BICKNELL, MARTIN, CHRISTOPHER	I	1248 HOLDINGS, LLC	F	Control
DANHAKL, JOHN, GLENN	I	THE DANHAKL REVOCABLE TRUST	F	Control
DANHAKL, JOHN, GLENN	I	THE DANHAKL REVOCABLE TRUST	F	Control
EMERALD HOLDINGS I, LLC	DE	EMERALD HOLDINGS II, L.P.	F	Control
EMERALD HOLDINGS I, LLC	DE	EMERALD HOLDINGS II, L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS SIDE VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS SIDE VIII L.P.	F	Control
LGP MANAGEMENT, INC.	DE	GEI CAPITAL VIII, LLC	F	Control
LGP MANAGEMENT, INC.	DE	LEONARD GREEN & PARTNERS, L.P.	F	Control
LGP MANAGEMENT, INC.	DE	GEI CAPITAL VIII, LLC	F	Control
LGP MANAGEMENT, INC.	DE	LEONARD GREEN & PARTNERS, L.P.	F	Control
MWA HOLDCO, LLC	DE	MWA MIDCO, LLC	F	Control
MWA HOLDCO, LLC	DE	MWA MIDCO, LLC	F	Control
MWA MIDCO, LLC	DE	MARINER WEALTH ADVISORS, LLC	F	Control
MWA MIDCO, LLC	DE	MARINER WEALTH ADVISORS, LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW AGGREGATOR LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW BLOCKER LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW AGGREGATOR LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW BLOCKER LLC	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	THE SOKOLOFF FAMILY TRUST	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	THE SOKOLOFF FAMILY TRUST	F	Control
BICKNELL, MARTIN, CHRISTOPHER	I	1248 TRUST COMPANY, INC.	E	Control
BICKNELL, MARTIN, CHRISTOPHER	I	1248 TRUST COMPANY, INC.	E	Control
GREEN EQUITY INVESTORS SIDE VIII L.P.	DE	GEI VIII MW BLOCKER LLC	E	Control
GREEN EQUITY INVESTORS SIDE VIII L.P.	DE	GEI VIII MW BLOCKER LLC	E	Control
LEONARD GREEN & PARTNERS, L.P.	DE	PERIDOT COINVEST MANAGER LLC	E	Control
LEONARD GREEN & PARTNERS, L.P.	DE	PERIDOT COINVEST MANAGER LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	E	Control
EMERALD HOLDINGS II, L.P.	DE	LEONARD GREEN & PARTNERS, L.P.	D	Control
EMERALD HOLDINGS II, L.P.	DE	LEONARD GREEN & PARTNERS, L.P.	D	Control
GEI VIII MW BLOCKER LLC	DE	GEI VIII MW AGGREGATOR LLC	D
GEI VIII MW BLOCKER LLC	DE	GEI VIII MW AGGREGATOR LLC	D
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
LOCKSHIN, STEVEN, DAVID	I	OPENADVISOR, LLC	D	Control
1248 HOLDINGS, LLC	DE	MWA HOLDCO, LLC	C	Control
1248 HOLDINGS, LLC	DE	MWA HOLDCO, LLC	C	Control
GEI VIII MW AGGREGATOR LLC	DE	MWA HOLDCO, LLC	C	Control
GEI VIII MW AGGREGATOR LLC	DE	MWA HOLDCO, LLC	C	Control
GREEN EQUITY INVESTORS VIII L.P.	DE	GEI VIII MW AGGREGATOR LLC	C
GREEN EQUITY INVESTORS VIII L.P.	DE	GEI VIII MW AGGREGATOR LLC	C
MARTIN C. BICKNELL REVOCABLE TRUST DATED NOVEMBER 6, 2009	DE	MWA HOLDCO, LLC	C	Control
MARTIN C. BICKNELL REVOCABLE TRUST DATED NOVEMBER 6, 2009	DE	MWA HOLDCO, LLC	C	Control
O. GENE BICKNELL CHARITABLE LEAD TRUST OF 2009	DE	1248 HOLDINGS, LLC	C	Control
O. GENE BICKNELL CHARITABLE LEAD TRUST OF 2009	DE	1248 HOLDINGS, LLC	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control

Registrations

Federal

Oct 22, 2021 REGISTERED

Notice Filings (29)

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