← 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(03/28/2023)
DOMANI WEALTH, LLC · 所有者与执行高管(CRD 174303)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/174303
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HENSLER, JOHN, FRANCIS | 个人 | PRESIDENT/TREASURER | 是 | NA |
| MICHAEL, SCOTT, DOUGLAS | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| WILLIAMS, THOMAS, KEITH | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| STEPHENSON, ANGELA, MICHELLE | 个人 | CHIEF OPERATIONS OFFICER | 是 | A |
| POSNER, HENRY | 个人 | MEMBER OF BOARD OF MANAGERS | 是 | NA |
| WRIGHT, THOMAS, DAVID | 个人 | CHAIRMAN OF THE BOARD | 是 | NA |
| PIETRANDREA, ROBERT, ANTHONY | 个人 | MEMBER OF BOARD OF MANAGERS | 是 | NA |
| WRIGHT, THOMAS, DAVID | 个人 | SECRETARY | 是 | NA |
| HAWTHORNE WEALTH MANAGEMENT HOLDINGS, LLC | 境内实体 | OWNER | 是 | E |
Schedule B · 执行高管(3 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| HAWTHORNE PARTNERS II | MANAGING MEMBER | 是 |
| HJP ACQUISITION, LP | GENERAL PARTNER | 是 |
| BLAIR OAK INVESTMENTS, LP | GENERAL PARTNER | 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。
