Name | Title | City, State | Date |
---|---|---|---|
James Rankin | Chief Compliance Officer | Lenexa, Kansas | 5/30/2025 |
Num | Name | Location | File Number |
---|---|---|---|
2 | Orion Portfolio Solutions, LLC | Omaha, NE | 028-20154 |
5 | VISE AI Advisors | ||
8 | SpiderRock Advisors, LLC | Wilimington, DE | 028-18017 |
9 | Aperio Group, LLC | Sausalito, CA | 028-11964 |
11 | Brinker Capital Investments, LLC | Berwyn, PA | 028-11877 |