INDEXPERTS, LLC
CRD #314858 SEC #801-121667 CHARLOTTE, NC (704) 554-8150
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALMANZA, PATTI, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERGMANN, OLIVER, ANDREAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGMANN, OLIVER, ANDREAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERGMANN, OLIVER, ANDREAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hunt, David, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hunt, David, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBERTS, DANIEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBERTS, DANIEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBERTS, DANIEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBERTS, DANIEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBERTS, DANIEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBERTS, DANIEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, DAVID, LEON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, DAVID, LEON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, DAVID, LEON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| THOMAS, STEPHEN, LINDEN | I | MANAGER | NA | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
| LINDEN THOMAS FINANCIAL GROUP, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
| THOMAS, STEPHEN, LINDEN | I | LINDEN THOMAS FINANCIAL GROUP, LLC | E | Control |
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (1)
NC
Address
516 NORTH TRYON STREETCHARLOTTE, NC 28202
United States
Phone: (704) 554-8150