SLATESTONE WEALTH LLC
CRD #286669 SEC #801-110003 JUPITER, FL 561-244-2504
SEC Registered Disclosures
Total AUM
$1.7B
Discretionary
$1.6B
Employees
29
Clients
26
Accounts
1,543
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRANN, TIMOTHY, MATTHEW | I | CHIEF STRATEGIC OFFICER | NA | |
| BRANN, TIMOTHY, MATTHEW | I | CHIEF STRATEGIC OFFICER | NA | |
| BRANN, TIMOTHY, MATTHEW | I | CHIEF STRATEGIC OFFICER | NA | |
| BRANN, TIMOTHY, MATTHEW | I | CHIEF STRATEGIC OFFICER | NA | |
| BRANN, TIMOTHY, MATTHEW | I | CHIEF STRATEGIC OFFICER | NA | |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER AND COO | NA | Control |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER | NA | |
| COSTIGAN, DAVID, JOHN | I | MANAGING MEMBER | NA | |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | CEO, CCO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO, CCO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | MANAGING MEMBER, CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO/CCO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO/CCO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO/CCO | NA | Control |
| DANIELS, SHARON, ANNE | I | FOUNDER, CO-CEO/CCO | NA | Control |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| HARKIN, DENNIS, PATRICK | I | CHIEF OPERATING OFFICER | NA | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | NA | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | NA | |
| KLEINER, MILAGROS | I | DIRECTOR OF OPERATIONS, COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, DIRECTOR OF OPERATIONS, COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEINER, MILAGROS (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| PAVLIK, ROBERT, GLENN | I | CHIEF MARKET STRATEGIST | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| ROGOSZINSKI, RONIT | I | MEMBER | NA | |
| TYLANDER, PATRICK, E | I | CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | MANAGING MEMBER, PRESIDENT, CFO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| TYLANDER, PATRICK, EDWARD | I | FOUNDER, CO-CEO | NA | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | E | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | E | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | E | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | E | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | E | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | E | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| JETA GROVE PARTNERS, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE GROUP, LLC | DE | OWNER | D | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | D | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | D | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | D | Control |
| SLATESTONE HOLDINGS, LLC | DE | OWNER | D | Control |
| GALINSKY, EYAL | I | MANAGING MEMBER, SENIOR WEALTH ADVISOR | C | Control |
| GALINSKY, EYAL | I | MANAGING MEMBER, SENIOR WEALTH ADVISOR | C | Control |
| GALINSKY, EYAL, (NMN) | I | MANAGING MEMBER, SENIOR WEALTH ADVISOR | C | Control |
| GALINSKY, EYAL, (NMN) | I | MANAGING MEMBER, SENIOR WEALTH ADVISOR | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | C | Control |
| TEMPERANCE WEALTH PARTNERS LP | DE | OWNER/MEMBER | C | Control |
| TEMPERANCE WEALTH PARTNERS LP | DE | OWNER/MEMBER | C | Control |
| TEMPERANCE WEALTH PARTNERS LP | DE | OWNER/MEMBER | C | Control |
| TEMPERANCE WEALTH PARTNERS LP | DE | OWNER/MEMBER | C | Control |
| GNJ LLC | DE | MEMBER | B | Control |
| GNJ LLC | DE | MEMBER | B | Control |
| KING, TERRI, LYNN | I | BUSINESS DEVELOPMENT OFFICER, MEMBER | A | |
| KING, TERRI, LYNN | I | BUSINESS DEVELOPMENT OFFICER, MEMBER | A | |
| KING, TERRI, LYNN | I | BUSINESS DEVELOPMENT OFFICER, MEMBER | A | |
| KING, TERRI, LYNN | I | BUSINESS DEVELOPMENT OFFICER, MEMBER | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| KING, TERRI, LYNN | I | TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| PAYNE, DANIEL, DOYCE | I | CHIEF INVESTMENT OFFICER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A | |
| TERRI KING TRUST (TERRI KING TTE) | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COSTIGAN, DAVID, JOHN | I | JETA GROVE PARTNERS, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | JETA GROVE PARTNERS, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | Control |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | |
| COSTIGAN, DAVID, JOHN | I | SLATESTONE GROUP, LLC | F | |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | F | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | F | Control |
| KLEINER, MILAGROS (NMN) | I | SLATESTONE HOLDINGS, LLC | F | |
| KLEINER, MILAGROS (NMN) | I | SLATESTONE HOLDINGS, LLC | F | |
| SELTZER, JASON, ADAM | I | TEMPERANCE PARTNERS INC | F | Control |
| SELTZER, JASON, ADAM | I | TEMPERANCE PARTNERS INC | F | Control |
| SELTZER, JASON, ADAM | I | TEMPERANCE PARTNERS INC | F | Control |
| SELTZER, JASON, ADAM | I | TEMPERANCE PARTNERS INC | F | Control |
| SORBARA, JULIA, CATHERINE | I | JDS TPLP TRUST | F | Control |
| SORBARA, JULIA, CATHERINE | I | JDS TPLP TRUST | F | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE PARTNERS INC | F | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE PARTNERS GP I LIMITED | F | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE WEALTH PARTNERS INC | F | Control |
| SORBARA, PAUL, JOSEPH | I | JDS TPLP TRUST | F | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE PARTNERS INC | F | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE PARTNERS GP I LIMITED | F | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE WEALTH PARTNERS INC | F | Control |
| SORBARA, PAUL, JOSEPH | I | JDS TPLP TRUST | F | Control |
| SORBARA, THOMAS, ANTHONY | I | JDS TPLP TRUST | F | Control |
| SORBARA, THOMAS, ANTHONY | I | JDS TPLP TRUST | F | Control |
| TEMPERANCE PARTNERS GP I LIMITED | FE | TEMPERANCE PARTNERS (CANADA) LIMITED PARTNERSHIP II | F | Control |
| TEMPERANCE PARTNERS GP I LIMITED | FE | TEMPERANCE PARTNERS (CANADA) LIMITED PARTNERSHIP II | F | Control |
| TEMPERANCE WEALTH PARTNERS INC | DE | TEMPERANCE WEALTH PARTNERS LP | F | Control |
| TEMPERANCE WEALTH PARTNERS INC | DE | TEMPERANCE WEALTH PARTNERS LP | F | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE WEALTH PARTNERS INC | F | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE PARTNERS INC | F | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE WEALTH PARTNERS INC | F | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE PARTNERS INC | F | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| GALINSKY, EYAL, (NMN) | I | GNJ LLC | E | Control |
| JDS TPLP TRUST | FE | TEMPERANCE PARTNERS (CANADA) LIMITED PARTNERSHIP II | E | Control |
| JDS TPLP TRUST | FE | TEMPERANCE PARTNERS (CANADA) LIMITED PARTNERSHIP II | E | Control |
| TEMPERANCE PARTNERS (CANADA) LIMITED PARTNERSHIP II | FE | TEMPERANCE PARTNERS INC | E | Control |
| TEMPERANCE PARTNERS (CANADA) LIMITED PARTNERSHIP II | FE | TEMPERANCE PARTNERS INC | E | Control |
| TEMPERANCE PARTNERS INC | DE | TEMPERANCE WEALTH PARTNERS LP | E | Control |
| TEMPERANCE PARTNERS INC | DE | TEMPERANCE WEALTH PARTNERS LP | E | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | E | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | E | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | E | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | E | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | E | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | E | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | E | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE PARTNERS GP I LIMITED | D | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE WEALTH PARTNERS INC | D | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE PARTNERS GP I LIMITED | D | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE PARTNERS GP I LIMITED | D | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE WEALTH PARTNERS INC | D | Control |
| TICE, KEVIN, DOUGLAS | I | TEMPERANCE PARTNERS GP I LIMITED | D | Control |
| TYLANDER, PATRICK, E | I | JETA GROVE PARTNERS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | JETA GROVE PARTNERS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE GROUP, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| TYLANDER, PATRICK, EDWARD | I | SLATESTONE HOLDINGS, LLC | D | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | JETA GROVE PARTNERS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE GROUP, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| DANIELS, SHARON, ANNE | I | SLATESTONE HOLDINGS, LLC | C | Control |
| SORBARA, JULIA, CATHERINE | I | JDS TPLP TRUST | C | Control |
| SORBARA, JULIA, CATHERINE | I | JDS TPLP TRUST | C | Control |
| SORBARA, PAUL, JOSEPH | I | JDS TPLP TRUST | C | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE WEALTH PARTNERS INC | C | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE PARTNERS GP I LIMITED | C | Control |
| SORBARA, PAUL, JOSEPH | I | JDS TPLP TRUST | C | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE WEALTH PARTNERS INC | C | Control |
| SORBARA, PAUL, JOSEPH | I | TEMPERANCE PARTNERS GP I LIMITED | C | Control |
| SORBARA, THOMAS, ANTHONY | I | JDS TPLP TRUST | C | Control |
| SORBARA, THOMAS, ANTHONY | I | JDS TPLP TRUST | C | Control |
Registrations
Federal
IA
Jun 24, 2025 REGISTERED
Notice Filings (23)
AL AR AZ CA CO CT FL GA IL LA MA MD MN NC NH NJ NY OH PA TX VA VT WI
Address
661 UNIVERSITY BLVDSUITE 100
JUPITER, FL 33458
United States
Phone: 561-244-2504