← 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（12/16/2022）
TRUSTCORE FINANCIAL SERVICES, LLC · 所有者与执行高管（CRD 106522）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/106522
Schedule A · 直接所有者（17 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| TRUSTCORE LLC | 境内实体 | HOLDING COMPANY | 是 | E |
| EDMONDS, DARRYL, LYNN | 个人 | DIRECTOR, CHAIRMAN OF THE BOARD | 是 | NA |
| JACOBS, MIKAEL, WINNIE | 个人 | DIRECTOR | 是 | NA |
| SINCLAIR, BOBBY, WEATHERFORD | 个人 | DIRECTOR | 是 | NA |
| REED, WILLIAM, CRAIG | 个人 | PRESIDENT | 是 | NA |
| MCINTYRE, LARUE, GEE | 个人 | CHIEF COMPLIANCE OFFICER, PARTNER | 是 | NA |
| DEAN, JR., GARY, HILTON | 个人 | VICE PRESIDENT, PARTNER | 是 | NA |
| JACOBS, MIKAEL, ALLEN | 个人 | PARTNER | — | NA |
| MILAM, ERIK, CANNON | 个人 | PARTNER | — | NA |
| LEE, RANDALL, SCOTT | 个人 | PARTNER | — | NA |
| ADCOCK, JEFFERSON, CHARLES | 个人 | PARTNER | — | NA |
| MACDONALD, MARGARET, JANE | 个人 | PARTNER | — | NA |
| CALDWELL, ROBERT, BRADLEY | 个人 | PARTNER | — | NA |
| TAYLOR, CLIFTON, RANDALL | 个人 | PARTNER | — | NA |
| SINCLAIR, MATTHEW, TYLER | 个人 | PARTNER | — | NA |
| BADER, MATTHEW, FIELD | 个人 | PARTNER | — | NA |
| MITCHELL, KEVIN, ALBERT | 个人 | PARTNER | — | NA |
Schedule B · 执行高管（16 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| EDMONDS, DARRYL, LYNN | DIRECTOR, CHAIRMAN OF THE BOARD | 是 |
| JACOBS, MIKAEL, WINNIE | DIRECTOR | 是 |
| SINCLAIR, BOBBY, WEATHERFORD | DIRECTOR | 是 |
| REED, WILLIAM, CRAIG | DIRECTOR (TRUSTCORE LLC), PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC) | 是 |
| Dean, Gary, Hilton | CEO (TRUSTCORE LLC), PARTNER (TRUSTCORE, LLC) VICE-PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC) | 是 |
| JACOBS, MIKAEL, ALLEN | PARTNER | — |
| SINCLAIR, MATTHEW, TYLER | PARTNER | — |
| LEE, RANDALL, SCOTT | PARTNER | — |
| MILAM, ERIK, CANNON | PARTNER | — |
| ADCOCK, JEFFERSON, CHARLES | PARTNER | — |
| MACDONALD, MARGARET, JANE | PARTNER | — |
| CALDWELL, ROBERT, BRADLEY | PARTNER | — |
| TAYLOR, CLIFTON, RANDALL | PARTNER | — |
| BADER, MATTHEW, FIELD | PARTNER | — |
| MCINTYRE, LARUE, GEE | CHIEF COMPLIANCE OFFICER, PARTNER | 是 |
| MITCHELL, KEVIN, ALBERT | PARTNER | — |
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。
