XML FINANCIAL, LLC
Legal name: XML FINANCIAL GROUP
CRD #284987 SEC #801-108376 BETHESDA, MD (301) 770-5234
SEC Registered
Total AUM
$3B
Discretionary
$2.2B
Employees
53
Clients
--
Accounts
6,044
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 4, 2025
- Branch Offices
- 24
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, BRETT, SHANE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bernstein, Brett, Shane | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CLAGETT, STEPHEN, ADAM | I | DIRECTOR OF BRANCH OPERATIONS | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| CONGDON, CURTIS, JEFFREY | I | PRESIDENT | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KANTOR, ROBERT, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | Control |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | |
| KULLEN, TODD | I | CHIEF OPERATING OFFICER | NA | |
| Kantarski, ALEXANDRA | I | MEMBER | NA | |
| Kantarski, ALEXANDRA | I | MEMBER | NA | |
| Kantarski, ALEXANDRA | I | MEMBER | NA | |
| Kantarski, ALEXANDRA | I | MEMBER | NA | |
| Klopman, Jason, Elliot | I | MEMBER | NA | |
| Klopman, Jason, Elliot | I | MEMBER | NA | |
| Klopman, Jason, Elliot | I | MEMBER | NA | |
| Klopman, Jason, Elliot | I | MEMBER | NA | |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SAMSON, MARK, DALE | I | PRINCIPAL | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SZARO, JENNIFER, LARA | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BERNSTEIN, BRETT, SHANE | I | MANAGING MEMBER | D | Control |
| KANTOR, ROBERT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | 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 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 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 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 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 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 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 | FERDINAND FFP PARENT, INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS 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 |
| 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 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| TRIDENT FFP, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT FFP, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT FFP, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| 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 |
Registrations
Federal
IA
Dec 4, 2025 REGISTERED
Notice Filings (45)
AL AZ CA CO CT DC DE FL GA HI IA IL IN KS KY LA MA MD ME MI MN MO NC NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VI VT WA WI WV
Address
6901 ROCKLEDGE DRIVESUITE 730
BETHESDA, MD 20817
United States
Phone: (301) 770-5234