← 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(08/27/2024)
BOULAY FINANCIAL ADVISORS, LLC · 所有者与执行高管(CRD 111334)
机构事实页:BOULAY FINANCIAL ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/111334
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BOULAY, PLLP | 境内实体 | OWNER | — | D |
| Brown, Jay, Robert | 个人 | PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, PARTNER, GOVERNOR | 是 | NA |
| BFA HOLDINGS, LLC | 境内实体 | OWNER | — | C |
| JOHNSON, THOMAS, BRENT | 个人 | GOVERNOR | 是 | NA |
| ALLEN, ERIK, LEIGH | 个人 | GOVERNOR, TREASURER | 是 | NA |
| MELANDER, JON, JAMES | 个人 | PARTNER, BOARD CHAIR, GOVERNOR | 是 | NA |
| Beise, Laura, Lynn Boyd | 个人 | GOVERNER | 是 | NA |
| Hogan, Catherine, Ann | 个人 | BOARD SECRETARY | 是 | NA |
Schedule B · 执行高管(10 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BREMER, DAVID, EDGAR | FOUNDING PARTNER | 是 |
| BLOODGOOD, JOSEPH, DANIEL | MEMBER | 是 |
| BEVERSDORF, TIM, ALAN | MEMBER | 是 |
| Brown, Jay, Robert | MEMBER | 是 |
| FAITH, NATHAN, DANIEL | MEMBER | 是 |
| MELANDER, JON, JAMES | MEMBER | 是 |
| HORAN, ELLEN, R | MEMBER | 是 |
| SCHNEEMAN, PATRICK, KELLY | MEMBER | 是 |
| HANES, MEGHAN, MARIE | MEMBER | 是 |
| Hogan, Catherine, Ann | MEMBER | 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。
