| Owner | Title | From | %Ownership |
|---|---|---|---|
| Sullivan, Arlo, Bryan | Chief Executive Officer | 11/2015 | < 5% |
| Dubravac, Jon, Edward | Chief Business Development Officer | 02/2016 | < 5% |
| Patton, Eric, Dwayne | Chief Financial Officer | 02/2016 | < 5% |
| Sullivan, Arlo, Bryan | Trustee | 11/2021 | > 75% |
| Ito, David, Akira | Chief Compliance Officer & General Counsel | 01/2016 | < 5% |
| Wealthsource Holdings, Inc. | Member | 06/2021 | > 75% |
| Shea, Christopher, Maxime | Chief Investment Officer | 05/2019 | < 5% |
| Brewer, Michael, Patrick | President & Chief Marketing Officer | 03/2021 | < 5% |
| Mirabella, Jason, Anthony | Chief Operating Officer | 01/2022 | < 5% |
| Goodbread, Justin, Allan | Chief Strategy Officer | 03/2022 | < 5% |
| Arlo Bryan Sullivan Revocable Living Trust | Stockholder | 12/2021 | 25-50% |
