← 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（04/26/2024）
DISCIPLINED INVESTMENTS, LLC · 所有者与执行高管（CRD 129696）
机构事实页：DISCIPLINED INVESTMENTS, LLC 事实页 → | 官方原文：IAPD firm-summary/129696
Schedule A · 直接所有者（3 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HOGANTAYLOR LLP | 境内实体 | MANAGING MEMBER | 是 | E |
| BACON, MATHEW, REED | 个人 | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 是 | B |
| WISDOM, CHARLES, TODD | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
Schedule B · 执行高管（5 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| NAIL, RANDELL, BRIAN | CHIEF EXECUTIVE OFFICER AND CHAIRMAN | 是 |
| WISDOM, CHARLES, TODD | MEMBER OF THE BOARD OF DIRECTORS | — |
| COOPER, GARY, DON | MEMBER OF THE BOARD OF DIRECTORS | — |
| Rowland, Calvin, Lynwood | MEMBER OF THE BOARD OF DIRECTORS | — |
| Keehn, James, Aaron | MEMBER OF THE BOARD OF DIRECTORS | — |
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。
