ORG PRIVATE ADVISOR GROUP, LLC
Legal name: ONE RESOURCE GROUP PRIVATE ADVISOR GROUP
CRD #306235 SEC #801-117701 ROANOKE, IN 1-888-467-6755
SEC Registered
Total AUM
$9.6M
Discretionary
$9.6M
Employees
11
Clients
0
Accounts
13
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| ORG PAG HOLDING CO LLC | DE | MEMBER | D | Control |
| ORG PAG HOLDING CO LLC | DE | MEMBER | D | Control |
| ORG PAG HOLDING CO LLC | DE | MEMBER | D | Control |
| ORG PAG HOLDING CO LLC | DE | MEMBER | D | Control |
| ORG PAG HOLDING CO LLC | DE | MEMBER | D | Control |
| CRDJ LLC | DE | MEMBER | B | |
| CRDJ LLC | DE | MEMBER | B | |
| CRDJ LLC | DE | MEMBER | B | |
| CRDJ LLC | DE | MEMBER | B | |
| CRDJ LLC | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B | |
| MIMMJ HOLDING | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | E | |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | E | |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | E | |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | E | |
| MANSUR, MICHAEL, PETER | I | MIMMJ HOLDING | E | |
| STEWART, TODD | I | TODD J STEWART RIA HOLDING COMPANY LLC | E | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | E | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | E | Control |
| STEWART, TODD, JEFFREY | I | TODD J STEWART RIA HOLDING COMPANY LLC | E | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | ORG PAG HOLDING CO LLC | E | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | ORG PAG HOLDING CO LLC | E | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | ORG PAG HOLDING CO LLC | E | Control |
| TODD J STEWART RIA HOLDING COMPANY LLC | DE | ORG PAG HOLDING CO LLC | E | Control |
| Leggett, Robert, Alexander | I | CRDJ LLC | D | |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | D | |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | D | |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | D | |
| SORENSON, CLINTON, WAYNE | I | CRDJ LLC | D |
Registrations
Federal
IA
Mar 13, 2020 REGISTERED
Notice Filings (7)
CA CT FL IL IN OH VA
Address
13548 ZUBRICK ROADROANOKE, IN 46783
United States
Phone: 1-888-467-6755