← 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(07/02/2024)
FIFTH THIRD WEALTH ADVISORS LLC · 所有者与执行高管(CRD 313015)
机构事实页:FIFTH THIRD WEALTH ADVISORS LLC 事实页 → | 官方原文:IAPD firm-summary/313015
Schedule A · 直接所有者(12 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HOUSMAN, ERIC, BENJAMIN | 个人 | PRESIDENT/MANAGING MEMBER | 是 | NA |
| REYNOLDS, JONATHAN, WILLIAM | 个人 | SENIOR VICE PRESIDENT/MANAGING MEMBER | 是 | NA |
| BRIGGS, DAVID, EDWARD | 个人 | MANAGING MEMBER | 是 | NA |
| FIFTH THIRD BANK, NATIONAL ASSOCIATION | 境内实体 | OWNER | 是 | E |
| ROBBINS, MARY, SPALDING | 个人 | CHIEF INVESTMENT STRATEGIST | 是 | NA |
| WATSON, KEITH, GREGARY | 个人 | MANAGING DIRECTOR OF ADMINISTRATION AND OPERATIONS | 是 | NA |
| STROIK, CYNTHIA, ROSE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| FRISCHER, LORI, MICHELLE | 个人 | SENIOR VICE PRESIDENT/MANAGING MEMBER | 是 | NA |
| REILLY, MARY, ELLEN | 个人 | SENIOR VICE PRESIDENT/MANAGING MEMBER | 是 | NA |
| BANKS, ROBERT, PRESLEY | 个人 | MANAGER MEMBER | 是 | NA |
| EARNHARDT, DARREN, LEE | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| OLSON, DAVID, C | 个人 | MANAGING DIRECTOR, PRACTICE MANAGEMENT | 是 | NA |
Schedule B · 执行高管(2 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| FIFTH THIRD FINANCIAL CORPORATION | SHAREHOLDER | 是 |
| FIFTH THIRD BANCORP | SHAREHOLDER | 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。
