← 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（11/26/2024）
SLATESTONE WEALTH LLC · 所有者与执行高管（CRD 286669）
机构事实页：SLATESTONE WEALTH LLC 事实页 → | 官方原文：IAPD firm-summary/286669
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| DANIELS, SHARON, ANNE | 个人 | FOUNDER, CO-CEO/CCO | 是 | NA |
| TYLANDER, PATRICK, EDWARD | 个人 | FOUNDER, CO-CEO | 是 | NA |
| SLATESTONE HOLDINGS, LLC | 境内实体 | OWNER | 是 | D |
| PAYNE, DANIEL, DOYCE | 个人 | CHIEF INVESTMENT OFFICER | — | A |
| HARKIN, DENNIS, PATRICK | 个人 | CHIEF OPERATING OFFICER | — | NA |
| TEMPERANCE WEALTH PARTNERS LP | 境内实体 | OWNER/MEMBER | 是 | C |
Schedule B · 执行高管（26 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| DANIELS, SHARON, ANNE | MANAGING MEMBER | 是 |
| TYLANDER, PATRICK, EDWARD | MANAGING MEMBER | 是 |
| KLEINER, MILAGROS (NMN) | MANAGING MEMBER | — |
| TEMPERANCE WEALTH PARTNERS INC | GP | 是 |
| TICE, KEVIN, DOUGLAS | PRESIDENT | 是 |
| SORBARA, PAUL, JOSEPH | VICE PRESIDENT | 是 |
| TEMPERANCE PARTNERS INC | LP OWNER | 是 |
| TEMPERANCE PARTNERS (CANADA) LIMITED PARTNERSHIP II | SHARE-HOLDER OWNER | 是 |
| TEMPERANCE PARTNERS GP I LIMITED | GENERAL PARTNER | 是 |
| SELTZER, JASON, ADAM | VICE PRESIDENT | 是 |
| SORBARA, PAUL, JOSEPH | VICE PRESIDENT | 是 |
| TICE, KEVIN, DOUGLAS | OWNER | 是 |
| JDS TPLP TRUST | LIMITED PARTNER OWNER | 是 |
| SORBARA, PAUL, JOSEPH | BENEFICIARY | 是 |
| SORBARA, JULIA, CATHERINE | BENEFICIARY | 是 |
| SORBARA, THOMAS, ANTHONY | BENEFICIARY | 是 |
| TICE, KEVIN, DOUGLAS | PRESIDENT | 是 |
| SORBARA, PAUL, JOSEPH | OWNER | 是 |
| TICE, KEVIN, DOUGLAS | OWNER | 是 |
| SORBARA, PAUL, JOSEPH | VICE PRESIDENT | 是 |
| SELTZER, JASON, ADAM | VICE PRESIDENT | 是 |
| TICE, KEVIN, DOUGLAS | OWNER | 是 |
| SORBARA, PAUL, JOSEPH | OWNER | 是 |
| SORBARA, PAUL, JOSEPH | TRUSTEE | 是 |
| SORBARA, THOMAS, ANTHONY | TRUSTEE | 是 |
| SORBARA, JULIA, CATHERINE | TRUSTEE | 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。
