← 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(03/22/2024)
DEMARCHE ASSOCIATES INC · 所有者与执行高管(CRD 105500)
机构事实页:DEMARCHE ASSOCIATES INC 事实页 → | 官方原文:IAPD firm-summary/105500
Schedule A · 直接所有者(13 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WOOLWINE, THOMAS, CONRAD | 个人 | VICE CHAIRMAN, OWNER | 是 | B |
| MARCHESI, TIMOTHY, JOHN | 个人 | CHAIRMAN, PRESIDENT, CEO, OWNER | 是 | NA |
| STRUMPF, ADAM, J | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| LENNARD, DONALD, H | 个人 | SENIOR CONSULTANT | — | NA |
| ROBERT F. MARCHESI QUALIFIED SUBCHAPTER S TRUST | 境内实体 | OWNER | 是 | E |
| NEWMAN, TRAVIS, CHRISTIAN | 个人 | FORMER EMPLOYEE | — | NA |
| Cornwell, Fred, V | 个人 | CHIEF ADMINISTRATIVE OFFICER | 是 | NA |
| DYKSTAL, JAMES, FREDERICK | 个人 | SENIOR CONSULTANT | — | NA |
| VANWAGONER, MARGARET, ELIZABETH | 个人 | SENIOR CONSULTANT | — | NA |
| MARSH, MICHAEL, RYAN | 个人 | CONSULTANT | — | NA |
| PICKERT, RYAN, MICHAEL | 个人 | DIRECTOR OF BUSINESS DEVELOPMENT | — | NA |
| DOROW, MARTIN, JOSEPH | 个人 | ADVISOR | — | NA |
| GARCIA, BROOKE, MICHAL | 个人 | FORMER EMPLOYEE | — | NA |
Schedule B · 执行高管(3 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| RUDICILE, CHRISTINE, MARCHESI | TRUSTEE | 是 |
| MARCHESI, JULIE, ANNE | TRUSTEE | 是 |
| MARCHESI, TIMOTHY, JOHN | TRUSTEE | 是 |
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。
