← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(06/28/2017)
RONALD BLUE & CO., LLC · 所有者与执行高管(CRD 104605)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/104605
Schedule A · 直接所有者(10 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BLUE, RONALD, WAYNE | 个人 | OWNER OF CLASS B LLC MEMBERSHIP UNITS | — | NA |
| CROSSON, RUSSELL, DALE | 个人 | PRESIDENT-ELECTED MANAGER | 是 | A |
| KIMERY, DEBORAH, KAY | 个人 | SEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE | 是 | NA |
| SHEPLER, BRIAN, LOWELL | 个人 | CFO, EVP CLIENT SERVICES, MANAGEMENT COMMITTEE MEMBER | 是 | NA |
| WARREN, PATRICIA, C | 个人 | VP TEAM RESOURCES, MANAGEMENT COMMITTEE MEMBER | 是 | NA |
| THORNBURGH, HEATHER, LEA | 个人 | CHIEF COMPLIANCE OFFICER, MANAGEMENT COMMITTEE MEMBER | 是 | NA |
| KLOPFENSTEIN, AARON, CLEVE | 个人 | MANAGING DIRECTOR, MANAGEMENT COMMITTEE MEMBER | 是 | NA |
| IRISH, DEREK, VINCENT | 个人 | SR. PRIVATE WEALTH ADVISOR, MANAGEMENT COMMITTEE MEMBER | 是 | NA |
| FULMER, PETER, ZACK | 个人 | SR. PRIVATE WEALTH ADVISOR, MANAGEMENT COMMITTEE MEMBER | 是 | NA |
| CHRISTENSEN, DON, M | 个人 | EVP PROFESSIONAL ATHLETE DIVISION, MANAGEMENT COMMITTEE MEMBER | 是 | NA |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
