CX INSTITUTIONAL, LLC
CRD #292627 SEC #801-112742 AUBURN, IN 260-927-1830
SEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
Employees
106
Clients
--
Accounts
14,284
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- Branch Offices
- 14
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSE, JUSTIN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSE, JUSTIN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSE, JUSTIN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSE, JUSTIN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYZYKA, EDISON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | NA | Control |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH MANAGER | NA | |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | NA | Control |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH DIRECTOR | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LIPPER, CHRISTOPHER, JOEL | I | MANAGING DIRECTOR/WEALTH MANAGER | NA | |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF TRANSFORMATION OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF TRANSFORMATION OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF TRANSFORMATION OFFICER | NA | Control |
| LOCKWOOD, ANGELA, MARIE | I | CHIEF TRANSFORMATION OFFICER | NA | Control |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER, WEALTH MANAGER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER, WEALTH MANAGER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER, WEALTH MANAGER | NA | |
| LOCKWOOD, DOUGLAS, EDWARD | I | BRANCH OFFICER, WEALTH MANAGER | NA | |
| MARTINEZ, CHRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTINEZ, CHRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTINEZ, CHRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| North, Christina, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| North, Christina, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| North, Christina, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| North, Christina, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| North, Christina, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| North, Christina, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| North, Christina, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| North, Christina, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Osting, Kyle, Brandon | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THOMPSON, CHRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, CHRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, CHRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, CHRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | CHIEF TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | TALENT OFFICER | NA | Control |
| Wessley, Brian | I | CHIEF TALENT OFFICER | NA | Control |
| Wessley, Brian | I | CHIEF TALENT OFFICER | NA | Control |
| Wessley, Brian | I | CHIEF TALENT OFFICER | NA | Control |
| CREDENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CREDENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CREDENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CREDENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CREDENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CREDENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CREDENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CREDENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | D | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY WEALTH PARTNERS | DE | MANAGING MEMBER | C | Control |
| HEFTY, DAVID, WAYNE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEFTY, STACY, ELAINE | I | PRESIDENT | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | C | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| CPF TEXAS | DE | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MANAGING DIRECTOR, WEALTH PARTNER | B | |
| KNOWLTON, JOHN, THOMAS | I | DIRECTOR CORPORATE DEVELOPMENT | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| OAK POINT FINANCIAL GROUP | DE | MEMBER | B | Control |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| CXI PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| PERSONAL WEALTH PARTNERS, LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, DAVID, WAYNE | I | DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| HEFTY, STACY, ELAINE | I | STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | F | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| STEICHEN, DANIEL, EDWARD | I | PERSONAL WEALTH PARTNERS, LLC | E | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| DAVIS, BRIAN, CHRISTOPHER | I | CXI PARTNERS, LLC | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| KNOWLTON, JOHN, THOMAS | I | OAK POINT FINANCIAL GROUP | D | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| KEHOE, THOMAS, DENNIS | I | OAK POINT FINANCIAL GROUP | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| LIPPER, CHRISTOPHER, JOEL | I | CPF TEXAS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
| STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011 | DE | HEFTY WEALTH PARTNERS | C | Control |
Registrations
Federal
IA
Oct 14, 2025 REGISTERED
Notice Filings (42)
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