← 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(12/16/2024)
AMERICA FIRST INVESTMENT ADVISORS LLC · 所有者与执行高管(CRD 106984)
机构事实页:AMERICA FIRST INVESTMENT ADVISORS LLC 事实页 → | 官方原文:IAPD firm-summary/106984
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BALL, ERIC, MICHAEL | 个人 | CHIEF EXECUTIVE OFFICER, MANAGER | 是 | NA |
| AFIA HOLDINGS LLC | 境内实体 | 100% MEMBER | 是 | E |
| DUNAWAY, BARRY, WARD | 个人 | MANAGING DIRECTOR, DIRECTOR OF RESEARCH | 是 | NA |
| GUTHRIE, DAVID, ALLEN | 个人 | VICE PRESIDENT | — | NA |
| WIESE, KATERINA, MEDELSKA | 个人 | FINANCIAL PLANNER, VICE PRESIDENT | — | NA |
| HOLLOWAY, MATTHEW, JAMES | 个人 | FINANCIAL PLANNER, CHIEF OPERATING OFFICER, CHIEF INFORMATION SECURITY OFFICER | 是 | NA |
| BYRNE, AMY, LYNN | 个人 | CLIENT CARE OFFICER | — | NA |
| Holloway, Andrew, Joel | 个人 | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — | NA |
Schedule B · 执行高管(2 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BALL, ERIC, MICHAEL | CHIEF EXECUTIVE OFFICER, MANAGER | 是 |
| Krauss, Katherine | 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。
