← 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(04/25/2023)
PARSEC FINANCIAL MANAGEMENT INC · 所有者与执行高管(CRD 104919)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/104919
Schedule A · 直接所有者(19 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BOYER, WILLIAM, BARTON | 个人 | CHAIRMAN | 是 | B |
| MANSKE, RICHARD, DALE | 个人 | CHIEF EXECUTIVE OFFICER | 是 | A |
| JAMES, GREGORY, DAVID | 个人 | VICE PRESIDENT (CHARLOTTE OFFICE) AND PARTNER | 是 | NA |
| HANSEN, WILLIAM, STEVEN | 个人 | TREASURER, CHIEF INVESTMENT OFFICER AND CHIEF FINANCIAL OFFICER | 是 | A |
| ZIEMER, MICHAEL, JOHN | 个人 | PARTNER | 是 | NA |
| PALME, HARLI, LYNN | 个人 | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 是 | NA |
| JAMES, ROGER, ALLEN | 个人 | PARTNER | 是 | NA |
| BOYER, TRAVIS, LEE | 个人 | CORPORATE SECRETARY | 是 | A |
| BOYER, ELAINE, HALL | 个人 | SPOUSE OF OWNER (WILLIAM BARTON BOYER) | — | B |
| MANSKE, REBECCA, MARIE | 个人 | SPOUSE OF RICHARD MANSKE | — | A |
| MANSKE, STELLA, MARIE | 个人 | CHILD OF RICHARD MANSKE | — | A |
| MANSKE, OLIVER, DALE | 个人 | CHILD OF RICHARD MANSKE | — | A |
| HANSEN, DANELLE, ANN | 个人 | SPOUSE OF WILLIAM S. HANSEN | — | A |
| HANSEN, IAN, DANIEL | 个人 | CHILD OF WILLIAM S. HANSEN | — | A |
| BOYER, JENNIFER, VOGEL | 个人 | SPOUSE OF TRAVIS L. BOYER | — | A |
| CLARK, TRACY, BOYER | 个人 | HEAD OF MARKETING | — | A |
| CLARK, CHRISTOPHER, JAMES | 个人 | SPOUSE OF TRACY BOYER CLARK | — | A |
| BOYER, ERIC, BARTON | 个人 | SON OF OWNER (WILLIAM BOYER) | — | A |
| BOYER, ALYSSA, MARIE | 个人 | DAUGHTER OF BART BOYER | — | A |
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。
