Hayes, Patrick, Daniel

Ownership stakes

• Bleakley Financial Group, Llc
  Chief Legal Officer · Less than 5% · Nov 2024
• Inflection Capital Management, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Souders Financial Advisors, Llc
  Chief Legal Officer · Less than 5% · Nov 2024
• Ocm Private Wealth, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Aon Advantage Funds Llc
  Cco · Less than 5% · Oct 2024
• Quadrant Capital Group Llc
  Chief Compliance Officer · Less than 5% · Sep 2024
• Canopy Partners, Llc
  Chief Compliance Officer · Less than 5% · Jul 2024
• Timber Bay Partners, Llc
  Chief Compliance Officer · Less than 5% · Jun 2024
• Wealthquest Corporation
  Chief Compliance Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗