← 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(12/04/2024)
HEDEKER WEALTH LLC · 所有者与执行高管(CRD 124341)
机构事实页:HEDEKER WEALTH LLC 事实页 → | 官方原文:IAPD firm-summary/124341
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HEDEKER, DEAN, RICHARD | 个人 | FOUNDER, MANAGING DIRECTOR, AND CCO | 是 | NA |
| BLUESPRING WEALTH PARTNERS, LLC | 境内实体 | OWNER | 是 | E |
| BENNETT, JOEL, VAN | 个人 | CHIEF FINANCIAL OFFICER | — | NA |
| YIN, YIN | 个人 | CONTROLLER AND ASSISTANT SECRETARY | — | NA |
| MARKHAM, LORI, ANN | 个人 | ASSISTANT SECRETARY | — | NA |
| NORWOOD, ROBERT, BREDT | 个人 | VICE PRESIDENT AND SECRETARY | — | NA |
Schedule B · 执行高管(9 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| KESTRA FINANCIAL, INC. | OWNER | 是 |
| KESTRA ADVISOR SERVICES HOLDINGS C, INC. | OWNER | 是 |
| KESTRA ADVISOR SERVICES HOLDINGS B, INC. | OWNER | 是 |
| KESTRA ADVISOR SERVICES HOLDINGS A, INC. | OWNER | 是 |
| KINGFISHER HOLDING B, INC. | OWNER | 是 |
| KINGFISHER HOLDING A, INC. | OWNER | 是 |
| KINGFISHER HOLDING, L.P. | OWNER | 是 |
| WARBURG PINCUS FINANCIAL SECTOR, L.P. | LIMITED PARTNER | 是 |
| OHCP VI ENZO AGGREGATOR, L.P. | 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。
