← 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(12/18/2024)
FAS WEALTH PARTNERS, INC. · 所有者与执行高管(CRD 109796)
机构事实页:FAS WEALTH PARTNERS, INC. 事实页 → | 官方原文:IAPD firm-summary/109796
Schedule A · 直接所有者(30 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MEIER, JOHN THOMAS REVOCABLE TRUST | 境内实体 | STOCKHOLDER | 是 | B |
| DUSSOLD, JAMES, GERARD | 个人 | PRESIDENT, DIRECTOR | 是 | NA |
| MEIER, JOHN, ALAN | 个人 | SENIOR GENERAL LEGAL COUNSEL | 是 | NA |
| SADARO, SCOTT, ANTHONY | 个人 | TREASURER, DIRECTOR, CFO | 是 | NA |
| BERGMAN, BRADLEY, ANTHONY | 个人 | STOCKHOLDER | — | B |
| DUSSOLD, JAMES G. REVOCABLE TRUST | 境内实体 | STOCKHOLDER | 是 | B |
| BARNES FAMILY REVOCABLE TRUST | 境内实体 | STOCKHOLDER | 是 | B |
| BARNES, ANNA | 个人 | GRANTOR AND TRUSTEE OF BARNES FAMILY REVOCABLE TRUST | 是 | NA |
| DUSSOLD, JAMES, GERARD | 个人 | GRANTOR AND TRUSTEE OF JAMES G. DUSSOLD REVOCABLE TRUST | 是 | NA |
| BARNES, JACOB, S | 个人 | GRANTOR AND TRUSTEE OF BARNES FAMILY REVOCABLE TRUST | 是 | NA |
| MEIER, JOHN, T | 个人 | GRANTOR AND TRUSTEE OF JOHN THOMAS MEIER REVOCABLE TRUST | 是 | NA |
| SADARO LIVING TRUST | 境内实体 | STOCKHOLDER | 是 | A |
| SADARO, SCOTT, ANTHONY | 个人 | GRANTOR AND TRUSTEE OF SADARO LIVING TRUST | 是 | NA |
| MICHELLE HORTON LIVING TRUST | 境内实体 | STOCKHOLDER | 是 | A |
| Horton, Michelle | 个人 | GRANTOR AND TRUSTEE OF MICHELLE HORTON LIVING TRUST | 是 | NA |
| HORTON, BARNABAS, D | 个人 | TRUSTEE OF MICHELLE HORTON LIVING TRUST | 是 | NA |
| ROCKER, KRISTY, L | 个人 | GRANTOR AND TRUSTEE OF SADARO LIVING TRUST | 是 | NA |
| MEIER, JOHN, T | 个人 | EXECUTIVE VICE PRESIDENT | 是 | NA |
| BARNES, JACOB, S | 个人 | SECRETARY, DIRECTOR | 是 | NA |
| GLENN, JACQUELYN, ELAYNE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| Amey, Kevin, Patrick Fisher | 个人 | STOCKHOLDER | — | A |
| HORTON, BARNABAS, D | 个人 | DIRECTOR | — | A |
| SALINARDI, JASON, M | 个人 | GENERAL LEGAL COUNSEL | — | NA |
| MUNZ, JOHN, TIMOTHY | 个人 | STOCKHOLDER | — | NA |
| KRSTIC, MEGAN, ASHLEY | 个人 | STOCKHOLDER | — | NA |
| O'GRADY, JORDAN, MICHAEL | 个人 | STOCKHOLDER | — | A |
| MCDONALD, JOHN, KEITH | 个人 | STOCKHOLDER | — | NA |
| Perfect, Joshua, L | 个人 | STOCKHOLDER | — | NA |
| FISHER, CLAY, MACKENZIE | 个人 | STOCKHOLDER | — | NA |
| Harrison, Jason, Allen-Pechar | 个人 | STOCKHOLDER | — | NA |
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。
