← 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(10/23/2024)
R.V. KUHNS & ASSOCIATES, INC. · 所有者与执行高管(CRD 18005)
机构事实页:R.V. KUHNS & ASSOCIATES, INC. 事实页 → | 官方原文:IAPD firm-summary/18005
Schedule A · 直接所有者(15 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| GRATSINGER, REBECCA A | 个人 | CEO/DIRECTOR/PRINCIPAL | 是 | C |
| BEARD, MARCIA DENE PANKEY | 个人 | SENIOR CONSULTANT/PRINCIPAL | — | B |
| GRATSINGER, SCOTT P | 个人 | CHIEF INFORMATION OFFICER/PRINCIPAL | — | C |
| VOYTKO, JAMES MICHAEL | 个人 | DIRECTOR OF RESEARCH/SENIOR CONSULTANT/PRINCIPAL | — | B |
| KEVAN, JOSHUA, R | 个人 | SENIOR CONSULTANT/PRINCIPAL | — | A |
| KOWOLIK, JONATHAN, K. | 个人 | SENIOR CONSULTANT/PRINCIPAL | — | A |
| JOHNSON, ANTHONY, KEITH | 个人 | CO-COO/CO-PRESIDENT/DIRECTOR OF MIDWEST CONSULTING/PRINCIPAL/DIRECTOR | 是 | NA |
| MILLER, JEREMY | 个人 | SENIOR CONSULTANT/ DIRECTOR/PRINCIPAL | 是 | NA |
| BOREK, JOHN, RANDAL | 个人 | CHIEF FINANCIAL OFFICER/PRINCIPAL | 是 | NA |
| Healey, Megan, Elena | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| LEDGERWOOD, JOSEPH, MICHAEL | 个人 | DIR. OF INV. MGR. RESEARCH/PRINCIPAL | — | NA |
| Hunter, Spencer, Lewis | 个人 | CO-COO/CO-PRESIDENT/SENIOR CONSULTANT/DIRECTOR/PRINCIPAL | 是 | NA |
| BAUER, MATTHIAS | 个人 | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL | 是 | NA |
| Sullivan, Ryan, Patrick | 个人 | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL | 是 | NA |
| CIPRIANI, JORDAN, YEO | 个人 | SENIOR CONSULTANT/DIRECTOR/PRINCIPAL | 是 | NA |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
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。
