ARMSTRONG ADVISORY GROUP INC.
CRD #318662 SEC #801-123659 NEEDHAM, MA (781) 433-0001
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
22
Clients
251
Accounts
3,841
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Berline, Leonid | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| WILSON, SCOTT, EVERETT | I | MANAGING PARTNER. FINANCIAL ADVISOR. | NA | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| ARMSTRONG, MICHAEL, SARGENT | I | PRESIDENT / SENIOR MANAGING PARTNER | D | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| HAYES, BRENDAN, KEVIN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| POWERS, SUSAN, DAWN | I | MANAGING PARTNER, FINANCIAL ADVISOR | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| ZODDA, CHARLES | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (40)
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