| CORTEZ, STEVEN, EDWARD |
MEMBER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "2711257", "source": "adv_part1", "table": "Schedule_A_B"} |
| DE BEER, MARTHIN, FREDERICK |
ELECTED MANAGER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "6688800", "source": "adv_part1", "table": "Schedule_A_B"} |
| Eccles, Lisa, Ellen |
DIRECTOR |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "6589578", "source": "adv_part1", "table": "Schedule_A_B"} |
| Eccles, Spencer, Fox |
DIRECTOR |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "6614570", "source": "adv_part1", "table": "Schedule_A_B"} |
| ESSON, MICHAEL, LEO |
CHIEF INFORMATION SECURITY OFFICER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "4525882", "source": "adv_part1", "table": "Schedule_A_B"} |
| GARTON, WESLEY, WARREN |
CHIEF FINANCIAL OFFICER, INTERIM CHIEF OPERATING OFFICER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "2958917", "source": "adv_part1", "table": "Schedule_A_B"} |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION |
MEMBER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| Graham, Robert, Maurice |
DIRECTOR |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "6680014", "source": "adv_part1", "table": "Schedule_A_B"} |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE |
MANAGER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "6475209", "source": "adv_part1", "table": "Schedule_A_B"} |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST |
SHAREHOLDER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| KANNER, YVONNE, NADINNE |
MEMBER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "2788430", "source": "adv_part1", "table": "Schedule_A_B"} |
| KERCKHOFF, J., CHRISTOPHER |
TRUSTEE |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "4553424", "source": "adv_part1", "table": "Schedule_A_B"} |
| Kerckhoff, Jessica, Ann |
TRUSTEE |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "7384497", "source": "adv_part1", "table": "Schedule_A_B"} |
| KING, BRIAN, MATTHEW |
VICE CHAIRMAN AND ELECTED MANAGER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "5557679", "source": "adv_part1", "table": "Schedule_A_B"} |
| MUIRHEAD, BRANDON, KIETH |
ELECTED MANAGER OF CYNOSURE |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "5565227", "source": "adv_part1", "table": "Schedule_A_B"} |
| ROBINS, BENJAMIN, JOHN |
MEMBER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "7454490", "source": "adv_part1", "table": "Schedule_A_B"} |
| SASTRY, JOHN, JOSEPH |
CHIEF COMPLIANCE OFFICER, CHIEF LEGAL |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "4372867", "source": "adv_part1", "table": "Schedule_A_B"} |
| SEGAL, SPENSER, HAYWARD |
MANAGER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": "7715596", "source": "adv_part1", "table": "Schedule_A_B"} |
| TRIA ASSET HOLDINGS E, LLC |
MEMBER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| TRIA CAPITAL PARTNERS ASSETCO, LLC |
MEMBER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| TRIA CAPITAL PARTNERS HOLDINGS, LLC |
MEMBER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| TRIA CAPITAL PARTNERS, LLC |
MEMBER |
OFFICER |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| BLW INVESTMENT COMPANY |
MEMBER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| BMK HOLDING, INC |
MEMBER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| CYNOSURE PARTNERS 2020, LP |
MEMBER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| CYNOSURE WEALTH PARTNERS, LLC |
MEMBER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| FRAZIER, CHRISTINA, STEUBY |
TRUSTEE |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": "7351114", "source": "adv_part1", "table": "Schedule_A_B"} |
| FRAZIER, HARRY, CHAD |
TRUSTEE |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": "4595432", "source": "adv_part1", "table": "Schedule_A_B"} |
| HCF, INC. |
MEMBER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| JCK II, INC. |
MEMBER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| KING, ANNA, ELIZABETH |
TRUSTEE |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": "7351113", "source": "adv_part1", "table": "Schedule_A_B"} |
| THE BRIAN M. KING REVOCABLE TRUST |
SHAREHOLDER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 |
SHAREHOLDER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"} |
| WIEDERMANN, BRIAN, LOUIS |
SOLE SHAREHOLDER |
EMPLOYEE |
—
|
{"filing_id": "2013328", "owner_id": "4595459", "source": "adv_part1", "table": "Schedule_A_B"} |
