← 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（03/29/2024）
ANDERSEN TAX LLC · 所有者与执行高管（CRD 124205）
机构事实页：ANDERSEN TAX LLC 事实页 → | 官方原文：IAPD firm-summary/124205
Schedule A · 直接所有者（18 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| VORSATZ, MARK, LAWRENCE | 个人 | CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR | 是 | NA |
| CHONG, MORGAN, LEE | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| ANDERSEN TAX HOLDINGS LLC | 境内实体 | HOLDING COMPANY | 是 | E |
| DEPAOLI, DANIEL, GERALD | 个人 | COUNTRY MANAGING DIRECTOR | 是 | NA |
| KARCZEWSKI, JOSEPH | 个人 | MANAGING DIRECTOR/BOARD MEMBER | 是 | NA |
| LUCKENBACH, SID | 个人 | MANAGING DIRECTOR/BOARD MEMBER | 是 | NA |
| Coscia, Peter | 个人 | MANAGING DIRECTOR/BOARD MEMBER | 是 | NA |
| CASSIDY, FRANK | 个人 | MANAGING DIRECTOR/BOARD MEMBER | 是 | NA |
| DUFFY, MARY | 个人 | MANAGING DIRECTOR/BOARD MEMBER | 是 | NA |
| Malo, Jeff | 个人 | MANAGING DIRECTOR, BOARD MEMBER | — | NA |
| Crocco, Peter | 个人 | MANAGING DIRECTOR/BOARD MEMBER | 是 | NA |
| ULLSPERGER, BRIAN, STEVEN | 个人 | MANAGING DIRECTOR - MCLEAN ICS | — | NA |
| LEVY, ADAM, SCOTT | 个人 | MANAGING DIRECTOR - NEW YORK ICS | — | NA |
| KYRIACOU, ANDREW | 个人 | MANAGING DIRECTOR - BOSTON ICS | — | NA |
| JUFFER, MATTHEW, ALLAN | 个人 | MANAGING DIRECTOR - DES MOINES ICS | — | NA |
| Steinberger, Adam | 个人 | MANAGING DIRECTOR/BOARD MEMBER | — | NA |
| THIEL, CHAD | 个人 | MANAGING DIRECTOR/BOARD MEMBER | — | NA |
| GURWITZ, ART | 个人 | MANAGING DIRECTOR/CHIEF OPERATING OFFICER | — | NA |
Schedule B · 执行高管（2 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MD MANAGEMENT LLC | MANAGING MEMBER | 是 |
| MD INVESTMENT LLC | HOLDING COMPANY/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。
