RIA Intelligence

BDO USA WEALTH MANAGEMENT, LLC

CRD #328278 SEC #801-128801 JACKSONVILLE, FL 904-396-4015
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
7
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
APRIL
Registration Date
--
Latest Filing
Aug 29, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BIEGEL, MARK, DAVIDIPRESIDENTNA Control
BIEGEL, MARK, DAVIDIPRESIDENTNA Control
BIEGEL, MARK, DAVIDIPRESIDENTNA Control
CALHOUN, LYNN, GIVICE PRESIDENT AND TREASURERNA Control
CALHOUN, LYNN, GIVICE PRESIDENT AND TREASURERNA Control
CALHOUN, LYNN, GARYIVICE PRESIDENT AND TREASURERNA Control
GRIMMER, JUDITH, ANNEISECRETARYNA Control
GRIMMER, JUDITH, ANNEISECRETARYNA Control
GRIMMER, JUDITH, ANNEISECRETARYNA Control
MURRAY, MATTHEW, PAULICHIEF COMPLIANCE OFFICERNA Control
MURRAY, MATTHEW, PAULICHIEF COMPLIANCE OFFICERNA Control
MURRAY, MATTHEW, PAULICHIEF COMPLIANCE OFFICERNA Control
OKAMURA, RYUICHIICHIEF OPERATING OFFICERNA Control
OKAMURA, RYUICHIICHIEF OPERATING OFFICERNA Control
OKAMURA, RYUICHIICHIEF OPERATING OFFICERNA Control
BDO WA HOLDCO, LLCDEMANAGING MEMBERE Control
BDO WA HOLDCO, LLCDEMANAGING MEMBERE Control
BDO WA HOLDCO, LLCDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BDO USA, P.A.DEBDO WA HOLDCO, LLCE Control
BDO USA, P.A.DEBDO WA HOLDCO, LLCE Control
BDO USA, P.A.DEBDO WA HOLDCO, LLCE Control

Registrations

Federal

IA
Aug 29, 2023 REGISTERED

Notice Filings (1)

FL

Address

1301 RIVERPLACE BLVD.
SUITE 900
JACKSONVILLE, FL 32207
United States
Phone: 904-396-4015