| Owner | Title | From | %Ownership |
|---|---|---|---|
| Devost, Donald, Harvey | Principal/chief Compliance Officer | 06/2010 | < 5% |
| Wootten, Matthew, Perry | Principal | 03/2014 | < 5% |
| Marble Trail Financial, LLC | Owner | 01/2019 | > 75% |
| Devost, Donald, Harvey | Owner | 01/2019 | 25-50% |
| Wootten, Matthew, Perry | Owner | 01/2019 | 25-50% |
