← 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（03/27/2023）
REGENTATLANTIC CAPITAL, LLC · 所有者与执行高管（CRD 105995）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/105995
Schedule A · 直接所有者（12 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CORDARO, CHRISTOPHER, JOSEPH | 个人 | BOARD MEMBER | 是 | NA |
| PAPADOPOLO, JENNIFER, ERIN | 个人 | CHIEF OPERATING OFFICER AND BOARD MEMBER | 是 | NA |
| STEINER, MICHAEL, RONALD | 个人 | BOARD MEMBER | 是 | NA |
| BEENE, JASON, BRENT | 个人 | BOARD MEMBER | 是 | NA |
| KAZANCHY, BRIAN, HAROLD ALEXANDER | 个人 | BOARD MEMBER | 是 | NA |
| NEWTON, JANE, PALMER | 个人 | BOARD MEMBER | 是 | NA |
| STAPLETON, GEORGE, JOSEPH | 个人 | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | 是 | NA |
| HOCHBERG, JONATHAN, JAY | 个人 | BOARD MEMBER | 是 | NA |
| CI PRIVATE WEALTH, LLC | 境内实体 | OWNER | 是 | E |
| PLATKIN, PAUL, STUART | 个人 | BOARD MEMBER | 是 | NA |
| O'BRIEN, CHADDERDON, WARD | 个人 | BOARD MEMBER | 是 | NA |
| NAKAMURA, LARRY, TRISTON | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（3 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| CIPW HOLDINGS, LLC | OWNER | 是 |
| CI US HOLDINGS, INC | OWNER | 是 |
| CI FINANCIAL CORP | OWNER | 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。
