Name | Title | City, State | Date |
---|---|---|---|
Rebecca Judd | Director | Boston, Massachusetts | 8/14/2024 |
Num | Name | Location | File Number |
---|---|---|---|
1 | Advisor Partners II, Llc | Walnut Creek, CA | 028-22684 |
2 | Willow Street Trust Co of Wyoming, LLC | Jackson, WY | 028-23929 |
3 | Pathstone Family Office, Llc | Englewood, NJ | 028-14122 |