DALE K. EHRHART, INC.
CRD #35971 SEC #801-13542 VENICE, FL 941-485-8220
SEC Registered
Total AUM
$561.5M
Discretionary
$518.3M
Employees
7
Clients
--
Accounts
288
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 12, 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 |
|---|---|---|---|---|
| GETTE, MICKI RUTH | I | TREASURER FOP | NA | Control |
| GETTE, MICKI RUTH | I | TREASURER FOP | NA | Control |
| GETTE, MICKI RUTH | I | TREASURER FOP | NA | Control |
| GETTE, MICKI RUTH | I | TREASURER FOP | NA | Control |
| GETTE, MICKI RUTH | I | TREASURER FOP | NA | Control |
| GETTE, MICKI, RUTH | I | VICE PRESIDENT - FINANCIAL OPERATIONS | NA | Control |
| GETTE, MICKI, RUTH | I | VICE PRESIDENT - FINANCIAL OPERATIONS | NA | Control |
| GETTE, MICKI, RUTH | I | VICE PRESIDENT - FINANCIAL OPERATIONS | NA | Control |
| GETTE, MICKI, RUTH | I | VICE PRESIDENT - FINANCIAL OPERATIONS | NA | Control |
| GETTE, MICKI, RUTH | I | VICE PRESIDENT - FINANCIAL OPERATIONS | NA | Control |
| GETTE, MICKI, RUTH | I | VICE PRESIDENT - FINANCIAL OPERATIONS | NA | Control |
| GETTEHARTLEY, GLADYS RUTH | I | TREASURER FOP | NA | Control |
| GETTEHARTLEY, GLADYS RUTH | I | TREASURER FOP | NA | Control |
| GETTEHARTLEY, GLADYS RUTH | I | TREASURER FOP | NA | Control |
| GETTEHARTLEY, GLADYS RUTH | I | TREASURER FOP | NA | Control |
| GETTEHARTLEY, GLADYS RUTH | I | TREASURER FOP | NA | Control |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL WARREN | I | VICE PRESIDENT - RESEARCH | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| KEYSER, ROBERT CALDWELL | I | VICE PRESIDENT - INSURANCE | NA | |
| MOORE, JAMES HENRY | I | ASSISTANT VICE PRESIDENT | NA | |
| MOORE, JAMES HENRY | I | ASSISTANT VICE PRESIDENT | NA | |
| MOORE, JAMES HENRY | I | ASSISTANT VICE PRESIDENT | NA | |
| MOORE, JAMES HENRY | I | ASSISTANT VICE PRESIDENT | NA | |
| MOORE, JAMES HENRY | I | ASSISTANT VICE PRESIDENT | NA | |
| MOORE, JAMES HENRY | I | ASSISTANT VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| MOORE, JAMES, HENRY | I | VICE PRESIDENT | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| POPE, BRIAN, RICHARD | I | VICE PRESIDENT - PRIVATE CLIENT SERVICES | NA | |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| SANDERS, BYRON ANTHONY | I | PRESIDENT | NA | Control |
| STELLWAGEN, GERARD FREDERICK | I | VICE PRESIDENT - INSURANCE | NA | |
| STELLWAGEN, GERARD FREDERICK | I | VICE PRESIDENT - INSURANCE | NA | |
| SWANSON, BRUCE DAVID | I | VICE PRESIDENT - MARKETING | NA | |
| SWANSON, BRUCE DAVID | I | VICE PRESIDENT - MARKETING | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY JEAN | I | SECRETARY | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| TRAMMELL, NANCY, JEAN | I | SECRETARY/TREASURER | NA | |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL, THOMAS | I | CEO / OWNER | E | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | PRESIDENT | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | PRESIDENT | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| HARTLEY, MICHAEL THOMAS | I | CEO | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, SROP, CROP, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, SROP, CROP, COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, SROP, CROP | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, SROP, CROP | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, SROP, CROP | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| TRAMMELL, THOMAS BLAIR | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | A | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | A | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | A | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | A | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | A | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | A | |
| HARTLEY, MICHAEL, WARREN | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | A | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | A | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | A | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | A | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | A | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | A | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | A | |
| Hartley, Bonnie, Brown | I | SECRETARY/TREASURER | A |
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May 12, 2025 REGISTERED
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