WADDELL & ASSOCIATES, LLC
CRD #283723 SEC #801-107784 MEMPHIS, TN 901-767-9187
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
21
Clients
1
Accounts
2,791
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 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 |
|---|---|---|---|---|
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GOULD, SEAN, EMBRY | I | SENIOR WEALTH STRATEGIST | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREEN, PERRY, JENKINS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, PATRICIA L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, PATRICIA L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, PATRICIA L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, PATRICIA L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, PATRICIA L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, PATRICIA L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER, LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER, LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER, LLC | E | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CP FALCON AIV, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT FFP BLOCKER, LLC | DE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT FFP BLOCKER, LLC | DE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT FFP BLOCKER, LLC | DE | TRIDENT FFP, L.P. | C | Control |
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| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
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Oct 20, 2025 REGISTERED
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