CIK 1800453
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Signed this manager's latest 13F (2024-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| Armstrong, Bryant | CHIEF FINANCIAL OFFICER | 2024-01 | DIVERSIFY WEALTH MANAGEMENT, LLC, Diversify Advisory Services, LLC |
| TAYLOR, ADAM, NATHAN | WEALTH ADVISOR | 2024-01 | — not seen at a tracked firm |
| BOWN, KENNETH, G. | PARTNER/CHIEF COMPLIANCE OFFICER · PARTNER · CHIEF OPERATING OFFICER | 2023-11 | — not seen at a tracked firm |
| WHIPPLE, TIMOTHY, KIRKPATRICK | PARTNER · MANAGING DIRECTOR | 2023-11 | — not seen at a tracked firm |
| MCMULLIN, JASON, LEE |
| WEALTH ADVISOR |
| 2023-11 |
| — not seen at a tracked firm |
| SPAINHOWER, JAMES, E | WEALTH ADVISOR | 2023-11 | — not seen at a tracked firm |
| STRASBURG, ROBERT, BRYANT | WEALTH ADVISOR | 2022-01 | — not seen at a tracked firm |
| ROLLINS, CRAIG, M | PARTNER / CHIEF COMPLIANCE OFFICER · CEO/CHIEF COMPLIANCE OFFICER | 2017-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
