← 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(03/27/2024)
BIONDO INVESTMENT ADVISORS LLC · 所有者与执行高管(CRD 130105)
机构事实页:BIONDO INVESTMENT ADVISORS LLC 事实页 → | 官方原文:IAPD firm-summary/130105
Schedule A · 直接所有者(7 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BIONDO, JOSEPH, RALPH | 个人 | FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC | 是 | NA |
| THE BIONDO GROUP LLC | 境内实体 | OWNER | 是 | E |
| BIONDO, JOSEPH, PETER | 个人 | CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC | 是 | NA |
| WAGNER, KARL, AUGUSTUS | 个人 | SENIOR WEALTH ADVISOR, MEMBER-THE BIONDO GROUP, LLC | 是 | NA |
| SULLIVAN-CORNELL, GENEVIEVE, CATHERINE | 个人 | CHIEF OPERATING OFFICER, MEMBER-THE BIONDO GROUP, LLC | 是 | NA |
| DUTKUS, NICOLE, ANN | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| GOGINSKY, SCOTT, ALAN | 个人 | PORTFOLIO MANAGER & RESEARCH ANALYST, MEMBER-THE BIONDO GROUP, LLC | 是 | NA |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BIONDO, JOSEPH, RALPH | MEMBER | 是 |
| BIONDO, JOSEPH, PETER | MEMBER MANAGER | 是 |
| WAGNER, KARL, AUGUSTUS | MEMBER | 是 |
| SULLIVAN-CORNELL, GENEVIEVE, CATHERINE | MEMBER | 是 |
| GOGINSKY, SCOTT, ALAN | 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。
