S.E.E.D. PLANNING GROUP, LLC
CRD #188521 SEC #801-91167 BINGHAMTON, NY (607) 217-5091
SEC Registered
Total AUM
$490.9M
Discretionary
$490.9M
Employees
31
Clients
251
Accounts
1,892
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- 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 |
|---|---|---|---|---|
| BLAKE, JESSICA, RUTH | I | MANGER, TAX PLANNING AND SENIOR WEALTH MANAGER | NA | |
| BLAKE, JESSICA, RUTH | I | MANGER, TAX PLANNING AND SENIOR WEALTH MANAGER | NA | |
| BLAKE, JESSICA, RUTH | I | MANGER, TAX PLANNING AND SENIOR WEALTH MANAGER | NA | |
| BLAKE, JESSICA, RUTH | I | MANGER, TAX PLANNING AND SENIOR WEALTH MANAGER | NA | |
| BLAKE, JESSICA, RUTH | I | MANGER, TAX PLANNING AND SENIOR WEALTH MANAGER | NA | |
| BLAKE, JESSICA, RUTH | I | MANGER, TAX PLANNING AND SENIOR WEALTH MANAGER | NA | |
| BURCHELL, HANNAH, EVA | I | MANAGER OF TAX PLANNING | NA | |
| BURCHELL, HANNAH, EVA | I | MANAGER OF TAX PLANNING | NA | |
| BURCHELL, HANNAH, EVA | I | MANAGER OF TAX PLANNING | NA | |
| BURCHELL, HANNAH, EVA | I | SENIOR FINANCIAL PLANNER | NA | |
| BURCHELL, HANNAH, EVA | I | SENIOR FINANCIAL PLANNER | NA | |
| BURCHELL, HANNAH, EVA | I | SENIOR FINANCIAL PLANNER | NA | |
| BURCHELL, HANNAH, EVA | I | SENIOR FINANCIAL PLANNER | NA | |
| BURCHELL, HANNAH, EVA | I | SENIOR FINANCIAL PLANNER | NA | |
| BURCHELL, HANNAH, EVA | I | SENIOR FINANCIAL PLANNER | NA | |
| Burchell, Hannah | I | MANAGER OF TAX PLANNING | NA | |
| Burchell, Hannah | I | MANAGER OF TAX PLANNING | NA | |
| Burchell, Hannah | I | MANAGER OF TAX PLANNING | NA | |
| Burchell, Hannah | I | MANAGER OF TAX PLANNING | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | SENIOR VP CLIENT EXPERIENCE | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | OWNER | NA | |
| CAMPBELL, STEPHEN, J | I | SENIOR VP CLIENT EXPERIENCE | NA | |
| CAMPBELL, STEPHEN, J | I | SENIOR VP CLIENT EXPERIENCE | NA | |
| CAMPBELL, STEPHEN, J | I | SENIOR VP CLIENT EXPERIENCE | NA | |
| CAMPBELL, STEPHEN, JAMES | I | SENIOR VP CLIENT EXPERIENCE | NA | |
| CAMPBELL, STEPHEN, JAMES | I | SENIOR VP CLIENT EXPERIENCE | NA | |
| CAMPBELL, STEPHEN, JAMES | I | SENIOR VP CLIENT EXPERIENCE | NA | |
| CAMPBELL, STEPHEN, JAMES | I | SENIOR MARKETING DIRECTOR | NA | |
| CAMPBELL, STEPHEN, JAMES | I | SENIOR MARKETING DIRECTOR | NA | |
| CAMPBELL, STEPHEN, JAMES | I | SENIOR MARKETING DIRECTOR | NA | |
| CAMPBELL, STEPHEN, JAMES | I | SENIOR MARKETING DIRECTOR | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| CHASE, JEFFREY, PAUL | I | SENIOR VP FINANCIAL PLANNING | NA | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | NA | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | NA | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | NA | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | NA | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | NA | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | NA | |
| DRISCOLL, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| DRISCOLL-WITT, KERSTIN, MARIE | I | DIRECTOR OF SUITE(K) | NA | |
| EATON, BRADLEY, SCOTT | I | SENIOR VICE PRESIDENT OF INVESTMENT SERVICES | NA | |
| EATON, BRADLEY, SCOTT | I | SENIOR VICE PRESIDENT OF INVESTMENT SERVICES | NA | |
| EATON, BRADLEY, SCOTT | I | SENIOR VICE PRESIDENT OF INVESTMENT SERVICES | NA | |
| EATON, BRADLEY, SCOTT | I | SENIOR VICE PRESIDENT OF INVESTMENT SERVICES | NA | |
| EATON, BRADLEY, SCOTT | I | SENIOR VICE PRESIDENT OF INVESTMENT SERVICES | NA | |
| EATON, BRADLEY, SCOTT | I | SENIOR VICE PRESIDENT OF INVESTMENT SERVICES | NA | |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER | NA | Control |
| HAMILTON, WILLIAM, RIDGWAY | I | CHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER | NA | Control |
| KAIN, DANIEL | I | MANAGER, FINANCIAL PLANNING AND SENIOR WEALTH MANAGER | NA | |
| KAIN, DANIEL | I | MANAGER, FINANCIAL PLANNING AND SENIOR WEALTH MANAGER | NA | |
| KAIN, DANIEL | I | MANAGER, FINANCIAL PLANNING AND SENIOR WEALTH MANAGER | NA | |
| KAIN, DANIEL | I | MANAGER, FINANCIAL PLANNING AND SENIOR WEALTH MANAGER | NA | |
| KAIN, DANIEL | I | MANAGER, FINANCIAL PLANNING AND SENIOR WEALTH MANAGER | NA | |
| KAIN, DANIEL | I | MANAGER, FINANCIAL PLANNING AND SENIOR WEALTH MANAGER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| MICHAELS, AMY, CECILE | I | OWNER | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | SENIOR VICE PRESIDENT OF STRATEGIC PLANNING AND OPERATIONS | NA | |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| NIRCHI, DAVID, ANTHONY | I | CHIEF OPERATING OFFICER | NA | Control |
| RECORD, KAYLA, R | I | SR. COLLEGE PLANNING SPECIALIST | NA | |
| RECORD, KAYLA, R | I | SR. COLLEGE PLANNING SPECIALIST | NA | |
| RECORD, KAYLA, R | I | SR. COLLEGE PLANNING SPECIALIST | NA | |
| RECORD, KAYLA, R | I | SR. COLLEGE PLANNING SPECIALIST | NA | |
| RECORD, KAYLA, RENEA | I | SR. COLLEGE PLANNING SPECIALIST | NA | |
| RECORD, KAYLA, RENEA | I | SR. COLLEGE PLANNING SPECIALIST | NA | |
| RECORD, KAYLA, RENEA | I | SR. COLLEGE PLANNING SPECIALIST | NA | |
| SHAFER, EMMALINE | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE, TAYLOR | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE, TAYLOR | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE, TAYLOR | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE, TAYLOR | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE, TAYLOR | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE, TAYLOR | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| SHAFER, EMMALINE, TAYLOR | I | SR. MANAGER, ADMIN AND OPERATIONS | NA | |
| Shelton, Jamie | I | SENIOR WEALTH MANAGER | NA | |
| Shelton, Jamie | I | SENIOR WEALTH MANAGER | NA | |
| Shelton, Jamie | I | SENIOR WEALTH MANAGER | NA | |
| Shelton, Jamie | I | SENIOR WEALTH MANAGER | NA | |
| Shelton, Jamie | I | SENIOR WEALTH MANAGER | NA | |
| Shelton, Jamie | I | SENIOR WEALTH MANAGER | NA | |
| Sherven, Tyler | I | MANAGER,INSTITIONAL CLIENT SERVICES AND SENIOR INVESTMENT PLANNER | NA | |
| Sherven, Tyler | I | MANAGER,INSTITIONAL CLIENT SERVICES AND SENIOR INVESTMENT PLANNER | NA | |
| Sherven, Tyler | I | MANAGER,INSTITIONAL CLIENT SERVICES AND SENIOR INVESTMENT PLANNER | NA | |
| Sherven, Tyler | I | MANAGER,INSTITIONAL CLIENT SERVICES AND SENIOR INVESTMENT PLANNER | NA | |
| Sherven, Tyler | I | MANAGER,INSTITIONAL CLIENT SERVICES AND SENIOR INVESTMENT PLANNER | NA | |
| Sherven, Tyler | I | MANAGER,INSTITIONAL CLIENT SERVICES AND SENIOR INVESTMENT PLANNER | NA | |
| Tichenor, Amanda, Mae | I | SENIOR ADMINISTRATIVE COORDINATOR | NA | |
| Tichenor, Amanda, Mae | I | SENIOR ADMINISTRATIVE COORDINATOR | NA | |
| Tichenor, Amanda, Mae | I | SENIOR ADMINISTRATIVE COORDINATOR | NA | |
| Tichenor, Amanda, Mae | I | SENIOR ADMINISTRATIVE COORDINATOR | NA | |
| Tichenor, Amanda, Mae | I | SENIOR ADMINISTRATIVE COORDINATOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| VAIOLI, ANDREA, NOEL | I | SENIOR WEALTH ADVISOR | NA | |
| WILCOX, TODD, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILCOX, TODD, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILCOX, TODD, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, TODD, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, TODD, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, TODD, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, TODD, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, TODD, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MAUS, TRAVIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | SENIOR WEALTH MANAGER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | PARTNER AND FINANCIAL PLANNER | C | Control |
| BERKELEY, RYAN, SEAN | I | SENIOR WEALTH MANAGER | C | Control |
| BERKELEY, RYAN, SEAN | I | SENIOR WEALTH MANAGER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MAUS, TRAVIS, ED | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| COSTANTINO, FRED, GENE | I | SENIOR INVESTMENT ANALYST | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| MICHAELS, AMY, CECILE | I | OWNER | B | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | A | |
| COSTANTINO, FRED, GENE | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A | |
| MICHAELS, AMY, CECILE | I | OWNER | A |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (14)
CA CT FL LA MA NC NY OH OR PA SC TN TX VA
Address
31 LEWIS STREETSUITE 401
BINGHAMTON, NY 13901
United States
Phone: (607) 217-5091