Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

102

name start date
Anthony Nanula
January 2018
Kamyar Amiri-Davani
June 2018
Richard Wayne Jackson
January 2019
Randy G Kolenda
August 2019
Morris Gordon Nutt
June 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Steven Victor Nanula -- N/A 25% to 50%
    Phil James Nanula -- N/A 25% to 50%
    Paul Savino Nanula -- N/A 25% to 50%
    Keith Edward Gregg -- N/A 25% to 50%
    Anthony Nanula -- N/A 25% to 50%
    Keith Edward Gregg Ceo And Coo April, 2017 less than 5%
    Derek Jerold Bruton President April, 2018 less than 5%
    Daniel Stewart Beaton Finop April, 2017 less than 5%
    Mohamed Alsoraimi Cco November, 2018 less than 5%
      Source: FINRA

      Fees

      There is no compensation data available to display at this time