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["SEC Region","Organization CRD#","Additional CRD Number","Total number of additional CRD numbers","SEC#","Firm Type","Umbrella Registration","Total number of relying advisers","CIK#","Total number of CIK numbers","Primary Business Name","Legal Name","Main Office Street Address 1","Main Office Street Address 2","Main Office City","Main Office State","Main Office Country","Main Office Postal Code","Main Office Private Residence Flag","Main Office Telephone Number","Main Office Facsimile Number","Total number of offices, other than your Principal Office and place of business","Mail Office Street Address 1","Mail Office Street Address 2","Mail Office City","Mail Office State","Mail Office Country","Mail Office Postal Code","Mail Office Private Residence Flag","SEC Current Status","SEC Status Effective Date","Jurisdiction Notice Filed-Effective Date","Latest ADV Filing Date","Form Version","1I","Website Address","Total Number of Website Addresses","1L","Location of Books and Records Street Address 1","Location of Books and Records Street Address 2","Location of Books and Records City","Location of Books and Records State","Location of Books and Records Country","Location of Books and Records Postal Code","Total Number of Books and Records Locations","1M","1N","1O","1O - If yes, approx. amount of assets","1P","2A(1)","2A(2)","2A(4)","2A(5)","2A(6)","2A(7)","2A(8)","2A(9)","2A(10)","2A(11)","2A(12)","2A(13)","3A","3A-Other","3B","3C-State","3C-Country","4A","Acquired Firm","Acquired Firm SEC#","Acquired Firm CRD#","Total Number of Acquired Firms","4B","5A","5B(1)","5B(2)","5B(3)","5B(4)","5B(5)","5B(6)","5C(1)","5C(1)-If more than 100, how many","5C(2)","5D(1)(a)","5D(1)(b)","5D(1)(c)","5D(1)(d)","5D(1)(e)","5D(1)(f)","5D(1)(g)","5D(1)(h)","5D(1)(i)","5D(1)(j)","5D(1)(k)","5D(1)(l)","5D(1)(m)","5D(1)(m)-Other","5D(2)(a)","5D(2)(b)","5D(2)(c)","5D(2)(d)","5D(2)(e)","5D(2)(f)","5D(2)(g)","5D(2)(h)","5D(2)(i)","5D(2)(j)","5D(2)(k)","5D(2)(l)","5D(2)(m)","5D(2)(m)-Other","5D(a)(1)","5D(a)(2)","5D(a)(3)","5D(b)(1)","5D(b)(2)","5D(b)(3)","5D(c)(1)","5D(c)(2)","5D(c)(3)","5D(d)(1)","5D(d)(3)","5D(e)(1)","5D(e)(3)","5D(f)(1)","5D(f)(3)","5D(g)(1)","5D(g)(2)","5D(g)(3)","5D(h)(1)","5D(h)(2)","5D(h)(3)","5D(i)(1)","5D(i)(2)","5D(i)(3)","5D(j)(1)","5D(j)(2)","5D(j)(3)","5D(k)(1)","5D(k)(2)","5D(k)(3)","5D(l)(1)","5D(l)(2)","5D(l)(3)","5D(m)(1)","5D(m)(2)","5D(m)(3)","5D(n)(1)","5D(n)(2)","5D(n)(3)","5D(n)(3) - Other","5E(1)","5E(2)","5E(3)","5E(4)","5E(5)","5E(6)","5E(7)","5E(7)-Other","5F(1)","5F(2)(a)","5F(2)(b)","5F(2)(c)","5F(2)(d)","5F(2)(e)","5F(2)(f)","5F(3)","5G(1)","5G(2)","5G(3)","5.G.(3) - Total number of RICs or BDCs","5.G.(3) - Total amount of Parallel Assets","5G(4)","5G(5)","5G(6)","5G(7)","5G(8)","5G(9)","5G(10)","5G(11)","5G(12)","5G(12)-Other","5H","5H-If more than 500, how many","5I(1)","5I(2)(a)","5I(2)(b)","5I(2)(c)","5.I.(2) - Total number of wrap fee programs","5J(1)","5J(2)","5K(1)","5.K.(1)(a)(i) midyear percentage","5.K.(1)(a)(ii) midyear percentage","5.K.(1)(a)(iii) midyear percentage","5.K.(1)(a)(iv) midyear percentage","5.K.(1)(a)(v) midyear percentage","5.K.(1)(a)(vi) midyear percentage","5.K.(1)(a)(vii) midyear percentage","5.K.(1)(a)(viii) midyear percentage","5.K.(1)(a)(ix) midyear percentage","5.K.(1)(a)(x) midyear percentage","5.K.(1)(a)(xi) midyear percentage","5.K.(1)(a)(xii) midyear percentage","5.K.(1)(a)(i) end year percentage","5.K.(1)(a)(ii) end year percentage","5.K.(1)(a)(iii) end year percentage","5.K.(1)(a)(iv) end year percentage","5.K.(1)(a)(v) end year percentage","5.K.(1)(a)(vi) end year percentage","5.K.(1)(a)(vii) end year percentage","5.K.(1)(a)(viii) end year percentage","5.K.(1)(a)(ix) end year percentage","5.K.(1)(a)(x) end year percentage","5.K.(1)(a)(xi) end year percentage","5.K.(1)(a)(xii) end year percentage","5.K.(1)(a)(xii)  - Other description","5.K.(1)(b)(i) end year percentage","5.K.(1)(b)(ii) end year percentage","5.K.(1)(b)(iii) end year percentage","5.K.(1)(b)(iv) end year percentage","5.K.(1)(b)(v) end year percentage","5.K.(1)(b)(vi) end year percentage","5.K.(1)(b)(vii) end year percentage","5.K.(1)(b)(viii) end year percentage","5.K.(1)(b)(ix) end year percentage","5.K.(1)(b)(x) end year percentage","5.K.(1)(b)(xi) end year percentage","5.K.(1)(b)(xii) end year percentage","5.K.(1)(b)(xii)  - Other description","5K(2)","5K(3)","5.K.(2)(a)(i)(1) less 10","5.K.(2)(a)(i)(1) 10-149","5.K.(2)(a)(i)(1) over 150","5.K.(2)(a)(i)(2) less 10","5.K.(2)(a)(i)(2) 10-149","5.K.(2)(a)(i)(2) over 150","5.K.(2)(a)(i)(3)(a) less 10 percentage ","5.K.(2)(a)(i)(3)(b) less 10 percentage ","5.K.(2)(a)(i)(3)(c) less 10 percentage ","5.K.(2)(a)(i)(3)(d) less 10 percentage ","5.K.(2)(a)(i)(3)(e) less10 percentage ","5.K.(2)(a)(i)(3)(f) less 10 percentage ","5.K.(2)(a)(i)(3)(a) 10-149 percentage ","5.K.(2)(a)(i)(3)(b) 10-149 percentage ","5.K.(2)(a)(i)(3)(c) 10-149 percentage ","5.K.(2)(a)(i)(3)(d) 10-149 percentage ","5.K.(2)(a)(i)(3)(e) 10-149 percentage ","5.K.(2)(a)(i)(3)(f) 10-149 percentage ","5.K.(2)(a)(i)(3)(a) over 150 percentage ","5.K.(2)(a)(i)(3)(b) over 150 percentage ","5.K.(2)(a)(i)(3)(c) over 150 percentage ","5.K.(2)(a)(i)(3)(d) over 150 percentage ","5.K.(2)(a)(i)(3)(e) over 150 percentage ","5.K.(2)(a)(i)(3)(f) over 150 percentage ","5.K.(2)(a)(ii)(1) less 10","5.K.(2)(a)(ii)(1) 10-149","5.K.(2)(a)(ii)(1) over 150","5.K.(2)(a)(ii)(2) less 10","5.K.(2)(a)(ii)(2) 10-149","5.K.(2)(a)(ii)(2) over 150","5.K.(2)(a)(ii)(3)(a) less 10 percentage ","5.K.(2)(a)(ii)(3)(b) less 10 percentage ","5.K.(2)(a)(ii)(3)(c) less 10 percentage ","5.K.(2)(a)(ii)(3)(d) less 10 percentage ","5.K.(2)(a)(ii)(3)(e) less10 percentage ","5.K.(2)(a)(ii)(3)(f) less 10 percentage ","5.K.(2)(a)(ii)(3)(a) 10-149 percentage ","5.K.(2)(a)(ii)(3)(b) 10-149 percentage ","5.K.(2)(a)(ii)(3)(c) 10-149 percentage ","5.K.(2)(a)(ii)(3)(d) 10-149 percentage ","5.K.(2)(a)(ii)(3)(e) 10-149 percentage ","5.K.(2)(a)(ii)(3)(f) 10-149 percentage ","5.K.(2)(a)(ii)(3)(a) over 150 percentage ","5.K.(2)(a)(ii)(3)(b) over 150 percentage ","5.K.(2)(a)(ii)(3)(c) over 150 percentage ","5.K.(2)(a)(ii)(3)(d) over 150 percentage ","5.K.(2)(a)(ii)(3)(e) over 150 percentage ","5.K.(2)(a)(ii)(3)(f) over 150 percentage ","5.K.(2)(b)(1) less 10","5.K.(2)(b)(1) 10-149","5.K.(2)(b)(1) over150","5.K.(2)(b)(2) less 10","5.K.(2)(b)(2) 10-149","5.K.(2)(b)(2) over150","5K(4)","5L(1)(a)","5L(1)(b)","5L(1)(c)","5L(1)(d)","5L(1)(e)","5L(2)","5L(3)","5L(4)","6A(1)","6A(2)","6A(3)","6A(4)","6A(5)","6A(6)","6A(7)","6A(8)","6A(9)","6A(10)","6A(11)","6A(12)","6A(13)","6A(14)","6A(14)-Other","6B(1)","6B(2)","6B(3)","7A(1)","7A(2)","7A(3)","7A(4)","7A(5)","7A(6)","7A(7)","7A(8)","7A(9)","7A(10)","7A(11)","7A(12)","7A(13)","7A(14)","7A(15)","7A(16)","Count of IA Affiliates","Count of IA/BD Affiliates","Count of BD Affiliates","Control/Controlled by Related Person","Under Common Control","Share Supervised Persons","Share Location","7B","Count of Private Funds - 7B(1)","Any PFs a Master","Any Hedge Funds","Total number of Hedge funds","Any Liquidity Funds","Total number of Liquidity funds","Any PE Funds","Total number of PE funds","Any Real Estate Funds","Total number of Real Estate funds","Any Securitized Funds","Total number of Securitized funds","Any VC Funds","Total number of VC funds","Any Other Funds","Total number of Other funds","Total Gross Assets of Private Funds","Count of Private Funds - 7B(2)","8A(1)","8A(2)","8A(3)","8B(1)","8B(2)","8B(3)","8C(1)","8C(2)","8C(3)","8C(4)","8D","8E","8F","8G(1)","8G(2)","8H","8H(1)","8H(2)","8I","9A(1)(a)","9A(1)(b)","9A(2)(a)","9A(2)(b)","9B(1)(a)","9B(1)(b)","9B(2)(a)","9B(2)(b)","Total Custody Amount","9C(1)","9C(2)","9C(3)","9C(4)","9C Unqual Opinion","9D(1)","9D(2)","9E","9F","10A","Count of Control person Public Reporting Company",11,"11A(1)","Count of 11A(1) disclosures","11A(2)","Count of 11A(2) disclosures","11B(1)","Count of 11B(1) disclosures","11B(2)","Count of 11B(2) disclosures","11C(1)","Count of 11C(1) disclosures","11C(2)","Count of 11C(2) disclosures","11C(3)","Count of 11C(3) disclosures","11C(4)","Count of 11C(4) disclosures","11C(5)","Count of 11C(5) disclosures","11D(1)","Count of 11D(1) disclosures","11D(2)","Count of 11D(2) disclosures","11D(3)","Count of 11D(3) disclosures","11D(4)","Count of 11D(4) disclosures","11D(5)","Count of 11D(5) disclosures","11E(1)","Count of 11E(1) disclosures","11E(2)","Count of 11E(2) disclosures","11E(3)","Count of 11E(3) disclosures","11E(4)","Count of 11E(4) disclosures","11F","Count of 11F disclosures","11G","Count of 11G disclosures","11H(1)(a)","Count of 11H(1)(a) disclosures","11H(1)(b)","Count of 11H(1)(b) disclosures","11H(1)(c)","Count of 11H(1)(c) disclosures","11H(2)","Count of 11H(2) disclosures","12A","12B(1)","12B(2)","12C(1)","12C(2)"]
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["PLRO",319,null,null,"801-67696","Registered","N",null,37846,1,"FOLGER NOLAN FLEMING DOUGLAS INCORPORATED","FOLGER NOLAN FLEMING DOUGLAS INCORPORATED","725 15TH STREET NW",null,"WASHINGTON","DC","United States","20005-2109","N","202-626-5300","202-783-3461",2,{"$nulls":7},"Approved","2007-04-24","CA-01/07/2014, DC-04/24/2007, DE-02/17/2009, GA-01/07/2014, MD-04/24/2007, NC-01/07/2014, VA-02/06/2009","2025-03-27","2021-10-01","Y","HTTP://WWW.FNFD.COM",1,"N",{"$nulls":6},0,"N","N","N",null,"254900DD93O7YH65O708","Y","N","N","N","N","N","N","N","N","N","N","N","Corporation",null,"DECEMBER","DE","United States","N",{"$nulls":3},0,null,50,25,34,25,0,15,0,470,null,1,{"$nulls":28},401,null,{"v":111569787,"d":"111,569,787.00"},61,null,{"v":732803225,"d":"732,803,225.00"},0,null,null,0,null,0,null,0,null,1,null,{"v":575870,"d":"575,870.00"},7,null,{"v":12490442,"d":"12,490,442.00"},0,null,null,0,null,null,0,null,null,0,null,null,0,null,null,1,null,{"v":279547,"d":"279,547.00"},"INVESTMENT CLUB","Y","N","N","N","N","N","N",null,"Y",0,{"v":857718871,"d":"857,718,871.00"},{"v":857718871,"d":"857,718,871.00"},0,471,471,{"v":73401,"d":"73,401.00"},"N","Y","N",null,null,"N","Y","N","Y","N","N","N","N","Y","RECOMMEND WRAP FEE MANAGEMENT PROGRAMS OF OTHER REGISTERED INVESTMENT ADVISERS",null,null,"Y",{"v":49407924,"d":"49,407,924.00"},0,{"v":200190736,"d":"200,190,736.00"},7,"N","N","Y",{"$nulls":25},59,0,1,2,0,1,0,0,31,0,4,3,"FIXED AND VARIABLE ANNUITIES, LISTED OPTIONS","N","N",{"$nulls":54},"Y","N","N","N","N","N",null,"N","N","Y","N","N","N","N","N","N","N","N","N","N","N","N","N",null,"N",null,"Y","N","Y","N","N","N","N","N","N","N","N","N","Y","N","N","N","N",1,0,0,"Y","Y","Y","Y","N",0,"N","N",null,"N",null,"N",null,"N",null,"N",null,"N",null,"N",null,0,0,"N","Y","N","N","N","N","N","N","N","N",null,"Y","Y","N",null,null,"N","N","N","N","N",null,null,"N","N",{"$nulls":3},"N","N","N","N","N","N","N",null,null,"N",2,"Y","N",0,"N",0,"N",0,"N",0,"N",0,"Y",1,"N",0,"Y",1,"Y",1,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"Y",1,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0]
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["NYRO",361,null,null,"801-16048","Registered","N",null,769993,4,"GOLDMAN SACHS & CO. LLC","GOLDMAN SACHS & CO. LLC","200 WEST STREET",null,"NEW YORK","NY","United States",10282,"N","212-902-1000",null,35,{"$nulls":7},"Approved","1981-05-13","AK-11/21/1997, AL-10/28/1992, AR-10/19/1988, AZ-11/26/1997, CA-07/08/1997, CO-04/30/2001, CT-09/26/1997, DC-04/30/2001, DE-01/24/2011, FL-06/14/1993, GA-02/27/2003, HI-11/14/1997, IA-01/01/1999, ID-11/14/1997, IL-12/12/1988, IN-09/06/1988, KS-11/18/1997, KY-11/24/1997, LA-10/08/2001, MA-04/30/2001, MD-01/01/1992, ME-01/20/1989, MI-04/30/2001, MN-01/02/1998, MO-11/19/1997, MS-11/17/1997, MT-11/26/1997, NC-04/03/2001, ND-10/18/1988, NE-11/24/1999, NH-10/26/1988, NJ-09/15/1988, NM-01/25/1989, NV-01/02/1991, NY-10/26/1988, OH-11/19/1999, OK-01/01/1998, OR-11/18/1988, PA-01/01/1998, PR-11/01/1996, RI-11/17/1997, SC-10/24/1988, SD-10/21/1988, TN-09/19/1997, TX-04/30/2001, UT-10/09/1997, VA-02/03/1998, VI-02/28/2008, VT-11/24/1997, WA-12/29/1998, WI-11/17/1997, WV-09/06/1988, WY-01/16/2018","2025-04-01","2021-10-01","Y","HTTPS://WWW.LINKEDIN.COM/COMPANY/GOLDMAN-SACHS",12,"Y","ROOM 107-B, DE SHENG INTERNATIONAL CENTER","83, DE SHENG MEN WAI AVENUE, XICHENG DISTRICT","BEIJING",null,"China",100140,61,"Y","N","Y","More than $50 billion","FOR8UP27PHTHYVLBNG30","Y","N","N","N","N","N","N","N","N","N","N","N","Limited Liability Company",null,"DECEMBER","NY","United States","N",{"$nulls":3},0,null,3704,2318,1817,0,0,54,1,2174,null,3,{"$nulls":28},0,"Fewer than 5 clients",0,26027,null,{"v":43844541162,"d":"43,844,541,162.00"},0,"Fewer than 5 clients",0,0,0,0,0,337,{"v":80099352341,"d":"80,099,352,341.00"},8,null,{"v":3633492,"d":"3,633,492.00"},1033,null,{"v":16949722909,"d":"16,949,722,909.00"},1,"Fewer than 5 clients",{"v":4915047,"d":"4,915,047.00"},0,"Fewer than 5 clients",0,31,null,{"v":1555387825,"d":"1,555,387,825.00"},2,"Fewer than 5 clients",{"v":180117716,"d":"180,117,716.00"},455,null,{"v":13784415734,"d":"13,784,415,734.00"},14242,null,{"v":76733606797,"d":"76,733,606,797.00"},"GS TRUST COMPANY, INDIAN TRIBES","Y","N","N","Y","Y","Y","Y","EXECUTION CHARGES, CUSTODY, MANAGEMENT FEE","Y",{"v":228250083956,"d":"228,250,083,956.00"},{"v":4905609067,"d":"4,905,609,067.00"},{"v":233155693023,"d":"233,155,693,023.00"},{"v":42121,"d":"42,121"},17,{"v":42138,"d":"42,138"},{"v":67987561222,"d":"67,987,561,222.00"},"Y","Y","N",null,null,"Y","Y","N","Y","Y","N","N","Y","N",null,"1-10",null,"Y",0,0,0,null,"Y","Y","Y",10,1,0,0,0,0,0,0,62,3,2,20,10,1,0,0,0,0,0,0,64,3,2,19,"5.K.(1)(A)(VIII) INCLUDES DERIVATIVE POSITIONS CLASSIFIED AS ASSETS FOR FINANCIAL ACCOUNTING PURPOSES ONLY AND DERIVATIVES REFLECTED AS ASSETS ON FINANCIAL STATEMENTS. PWM DERIVATIVE POSITIONS CLASSIFIED AS LIABILITIES ARE REFLECTED IN \"OTHER\". SEE SCHEDULE D MISC. FOR MORE INFORMATION. \"OTHER\" ALSO INCLUDES STRUCTURED NOTES.",{"$nulls":13},"Y","Y",{"v":98249759625,"d":"98,249,759,625.00"},{"v":9434797589,"d":"9,434,797,589.00"},{"v":490005108,"d":"490,005,108.00"},{"v":482624,"d":"482,624.00"},{"v":215500,"d":"215,500.00"},{"v":5176220,"d":"5,176,220.00"},null,0,null,0,{"$nulls":3},0,null,18,{"$nulls":3},19,null,371,null,null,{"v":107408767293,"d":"107,408,767,293.00"},{"v":8236046691,"d":"8,236,046,691.00"},{"v":440504463,"d":"440,504,463.00"},{"v":13817,"d":"13,817.00"},{"v":151534,"d":"151,534.00"},{"v":5889210,"d":"5,889,210.00"},null,0,null,0,{"$nulls":3},4,null,15,{"$nulls":3},21,null,1207,{"$nulls":8},"Y","Y","Y","Y","N","Y","Y","Y","N","Y","N","Y","Y","N","N","N","N","Y","Y","N","N","N","N",null,"Y","N","Y","Y","Y","N","Y","N","Y","Y","Y","Y","N","N","Y","Y","N","N","Y",17,12,17,"Y","Y","Y","Y","Y",181,"Y","Y",3,"N",null,"Y",139,"Y",38,"N",null,"N",null,"Y",1,{"v":66927283869,"d":"66,927,283,869.00"},2,"Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y",null,"Y","Y","N","Y","Y",{"v":164869465751,"d":"164,869,465,751.00"},{"v":42008,"d":"42,008"},"Y","Y",{"v":269989899,"d":"269,989,899.00"},217,{"v":165139455650,"d":"165,139,455,650.00"},"Y","Y","Y","Y","Y","Y","Y","2024-05-01",89,"N",1,"Y","N",0,"N",0,"Y",1,"Y",1,"Y",3,"Y",33,"N",0,"Y",22,"Y",29,"Y",109,"Y",165,"N",0,"Y",76,"Y",6,"Y",1,"Y",296,"N",0,"N",0,"Y",1,"Y",5,"Y",7,"Y",6,"Y",1,"Y",3]
["PLRO",396,null,null,"801-66333","Registered","N",{"$nulls":3},"SECURITY CAPITAL MANAGEMENT","HAZLETT, BURT & WATSON, INC.","1300 CHAPLINE STREET",null,"WHEELING","WV","United States",26003,"N","304-233-3312","304-233-3870",3,{"$nulls":7},"Approved","2006-03-29","CA-03/24/2025, CO-03/24/2025, FL-01/15/2020, GA-03/29/2021, IN-03/29/2021, KY-03/10/2022, MD-03/24/2025, NC-01/15/2020, NJ-06/18/2020, OH-03/29/2006, PA-03/29/2006, SC-06/18/2020, TX-03/16/2020, VA-03/16/2020, WV-03/29/2006","2025-03-24","2021-10-01","Y","HTTP://WWW.HAZLETTBURT.COM",1,"Y","179 EAST MAIN STREET","FIRST FLOOR","BARNESVILLE","OH","United States",43713,3,"N","N","N",null,null,"Y","N","N","N","N","N","N","N","N","N","N","N","Corporation",null,"DECEMBER","WV","United States","N",{"$nulls":3},0,null,19,13,18,19,0,11,0,0,null,0,{"$nulls":28},1728,null,{"v":432705781,"d":"432,705,781.00"},545,null,{"v":714249235,"d":"714,249,235.00"},{"$nulls":9},13,null,{"v":29807153,"d":"29,807,153.00"},18,null,{"v":13107723,"d":"13,107,723.00"},{"$nulls":12},10,null,{"v":8008388,"d":"8,008,388.00"},{"$nulls":4},"Y","N","N","N","N","N","N",null,"Y",{"v":619135939,"d":"619,135,939.00"},{"v":578742341,"d":"578,742,341.00"},{"v":1197878280,"d":"1,197,878,280.00"},{"v":1029,"d":"1,029"},{"v":1285,"d":"1,285"},{"v":2314,"d":"2,314"},0,"Y","Y","N",null,null,"N","Y","Y","Y","N","N","N","N","N",null,"251-500",null,"Y",0,0,{"v":1197878280,"d":"1,197,878,280.00"},2,"N","N","Y",{"$nulls":25},80,0,0,0,0,0,0,0,17,0,3,0,null,"N","N",{"$nulls":54},"N","N","N","N","N","N",null,"N","N","Y","N","N","N","N","Y","N","N","N","N","N","N","N","N",null,"N",null,"Y","N","N","N","N","N","N","N","Y","N","N","N","N","N","N","N","N",0,0,0,"Y","N","Y","Y","N",0,"N","N",null,"N",null,"N",null,"N",null,"N",null,"N",null,"N",null,0,0,"Y","Y","N","Y","N","Y","Y","Y","N","N",null,"Y","Y","Y","Y",null,"N","N","N","Y","Y",{"v":1169756119,"d":"1,169,756,119.00"},{"v":2298,"d":"2,298"},"Y","Y",{"v":25707723,"d":"25,707,723.00"},16,{"v":1195463842,"d":"1,195,463,842.00"},"N","N","Y","Y","Y","N","N","2024-09-01",2,"N",0,"N","N",0,"N",0,"N",0,"N",0,"Y",1,"Y",1,"N",0,"Y",1,"Y",1,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0]
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["CHRO",6363,null,null,"801-28543","Registered","N",null,1543099,2,"AMERIPRISE FINANCIAL SERVICES, LLC","AMERIPRISE FINANCIAL SERVICES, LLC","901 3RD AVENUE SOUTH",null,"MINNEAPOLIS","MN","United States",55402,"N","612-671-3131","612-671-4929",157,"5227 AMERIPRISE FINANCIAL CENTER",null,"MINNEAPOLIS","MN","United States",55474,"N","Approved","1986-12-05","AK-12/15/1986, AL-05/03/1991, AR-12/31/1986, AZ-11/22/2005, CA-07/08/1997, CO-01/01/1999, CT-01/16/1998, DC-02/25/1994, DE-07/03/2003, FL-04/03/1987, GA-04/05/1989, HI-02/09/1987, IA-01/01/1999, ID-07/17/1991, IL-12/04/1986, IN-11/08/2000, KS-12/19/1997, KY-11/22/2005, LA-01/18/2001, MD-11/19/1990, ME-01/01/1998, MI-11/22/2005, MN-12/01/1986, MO-07/17/1974, MS-01/18/2001, MT-12/22/1997, NC-10/19/2000, ND-07/14/1989, NE-12/31/1997, NH-01/01/1987, NJ-11/04/2005, NM-12/09/1986, NV-12/10/1990, NY-11/18/1986, OH-07/06/1999, OK-01/01/1998, PA-07/02/1974, PR-12/17/2008, RI-01/01/1995, SC-12/06/1986, SD-12/16/1986, TN-11/10/1997, TX-01/01/1983, UT-12/23/1991, VA-11/22/2005, VI-09/18/2009, VT-01/20/1995, WA-01/01/1987, WI-01/01/1986, WV-10/02/1997, WY-07/05/2017","2025-03-28","2021-10-01","Y","https://www.youtube.com/channel/UCGajGRVprL9xry2saIT6ZXA",10,"Y","9901 BUSINESS PARKWAY","SUITE R","LANHAM","MD","United States",20706,14,"N","N","Y","$1 billion - $10 billion",null,"Y","N","N","N","N","N","N","N","N","N","N","N","Limited Liability Company",null,"DECEMBER","DE","United States","N",{"$nulls":3},0,null,14000,12636,13338,12600,1,11752,206,130604,null,1,{"$nulls":28},1169233,null,{"v":265568055662,"d":"265,568,055,662.00"},148045,null,{"v":287014300937,"d":"287,014,300,937.00"},0,null,null,0,null,0,null,0,null,6953,null,{"v":4530355399,"d":"4,530,355,399.00"},2337,null,{"v":2675301334,"d":"2,675,301,334.00"},572,null,{"v":1265023330,"d":"1,265,023,330.00"},0,null,null,11,null,{"v":9786453,"d":"9,786,453.00"},0,null,null,3117,null,{"v":3552469558,"d":"3,552,469,558.00"},12,null,{"v":7604246,"d":"7,604,246.00"},"TRUSTS/ESTATES","Y","Y","N","Y","N","N","N",null,"Y",{"v":294915034275,"d":"294,915,034,275.00"},{"v":269707862644,"d":"269,707,862,644.00"},{"v":564622896919,"d":"564,622,896,919.00"},{"v":1390132,"d":"1,390,132"},{"v":891021,"d":"891,021"},{"v":2281153,"d":"2,281,153"},{"v":4875729448,"d":"4,875,729,448.00"},"Y","Y","N",null,null,"N","Y","Y","Y","Y","N","N","Y","Y","ASSET ALLOCATION SERVICES","More than 500",611000,"Y",{"v":558913214603,"d":"558,913,214,603.00"},0,{"v":5549149829,"d":"5,549,149,829.00"},1,"N","N","Y",21,0,1,1,0,0,0,0,46,27,3,1,21,0,1,1,0,0,0,0,45,28,3,1,"ASSET TYPES INCLUDED IN \"OTHER\" INCLUDE MEDIUM-TERM NOTES, PRIVATE PLACEMENTS, AND STRUCTURED PRODUCTS.",{"$nulls":13},"Y","Y",{"v":524486558189,"d":"524,486,558,189.00"},{"v":4548912032,"d":"4,548,912,032.00"},{"v":178379148,"d":"178,379,148.00"},{"v":25292446,"d":"25,292,446.00"},{"v":419626489,"d":"419,626,489.00"},{"v":8123380,"d":"8,123,380.00"},0,0,0,0.01,0,0,0,0,0,31.83,0,0,0,0,0,299.56,0,0,{"v":563184263239,"d":"563,184,263,239.00"},{"v":4637127143,"d":"4,637,127,143.00"},{"v":86975701,"d":"86,975,701.00"},{"v":25827194,"d":"25,827,194.00"},{"v":428118901,"d":"428,118,901.00"},{"v":11245472,"d":"11,245,472.00"},0,0,0,0.01,0,0,0,0,0,32.96,0,0,0,0,0,280.61,0,0,{"$nulls":6},"Y","Y","N","Y","Y","Y","Y","Y","N","Y","N","Y","N","N","Y","N","N","N","N","N","N","N","N",null,"N",null,"Y","Y","Y","N","N","N","Y","N","Y","Y","N","N","Y","N","N","N","Y",18,0,7,"Y","N","Y","Y","N",0,"N","N",null,"N",null,"N",null,"N",null,"N",null,"N",null,"N",null,0,0,"Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y","Y",null,"Y","Y","Y","N","N",null,null,"Y","Y",{"v":564462364432,"d":"564,462,364,432.00"},{"v":2281153,"d":"2,281,153"},{"v":564462364432,"d":"564,462,364,432.00"},"N","N","Y","Y","Y","N","Y","2024-05-01",1,"N",1,"Y","Y",5,"Y",12,"Y",1,"Y",1,"N",0,"Y",3,"N",0,"Y",3,"Y",3,"Y",16,"Y",42,"N",0,"Y",45,"Y",29,"Y",3,"Y",37,"N",0,"Y",27,"N",0,"Y",4,"Y",3,"Y",1,"Y",1,"Y",6]
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["NYRO",10091,null,null,"801-110085","Registered","N",{"$nulls":3},"LESKO SECURITIES, INC.","LESKO SECURITIES, INC.","400 PLAZA DRIVE","STE A","VESTAL","NY","United States",13850,"N","607-724-2421","607-724-2467",0,{"$nulls":7},"Approved","2017-03-20","CA-03/13/2025, FL-04/21/2017, GA-03/08/2023, NC-03/20/2017, NJ-03/08/2023, NY-03/20/2017, PA-03/20/2017, SC-01/07/2021, TX-09/30/2019, VA-03/08/2023","2025-03-13","2021-10-01","Y","http://www.linkedin.com/company/lesko-financial-services",3,"N",{"$nulls":6},0,"N","N","N",null,null,"Y","N","N","N","N","N","N","N","N","N","N","N","Corporation",null,"DECEMBER","DE","United States","N",{"$nulls":3},0,null,20,12,12,12,0,11,0,0,null,0,{"$nulls":28},963,null,{"v":309661122,"d":"309,661,122.00"},116,null,{"v":268640342,"d":"268,640,342.00"},0,null,0,0,0,0,0,0,0,0,null,0,5,null,{"v":18841353,"d":"18,841,353.00"},0,null,0,0,null,0,0,null,0,0,null,0,0,null,0,0,null,0,null,"Y","Y","N","N","N","N","N",null,"Y",0,{"v":597142817,"d":"597,142,817.00"},{"v":597142817,"d":"597,142,817.00"},0,{"v":2313,"d":"2,313"},{"v":2313,"d":"2,313"},0,"Y","Y","N",null,null,"N","N","Y","N","N","N","N","N","N",null,"1-10",null,"Y",{"v":510837033,"d":"510,837,033.00"},{"v":510837033,"d":"510,837,033.00"},{"v":510837033,"d":"510,837,033.00"},1,"N","N","Y",{"$nulls":25},28,0,3,0,0,9,0,0,50,0,8,0,null,"N","N",{"$nulls":54},"Y","N","N","N","N","N",null,"N","N","Y","N","N","N","N","Y","N","N","N","N","N","N","N","N",null,"N",null,"Y","N","N","N","N","N","N","N","N","N","N","N","Y","N","N","N","N",0,0,0,"N","Y","Y","Y","N",0,"N","N",null,"N",null,"N",null,"N",null,"N",null,"N",null,"N",null,0,0,"N","Y","N","N","N","N","N","N","Y","Y","N","Y","N","Y","Y",null,"N","N","N","N","N",null,null,"N","N",0,0,0,"N","N","N","N","N","N","N",null,null,"N",0,"N","N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0]
["ARO",10111,null,null,"801-72263","Registered","N",null,354497,1,"PRIMERICA ADVISORS","PFS INVESTMENTS INC.","1 PRIMERICA PARKWAY",null,"DULUTH","GA","United States","30099-0001","N","833-786-0550","470-564-6222",1754,{"$nulls":7},"Approved","2011-05-06","AK-05/06/2011, AL-05/06/2011, AR-05/06/2011, AZ-05/06/2011, CA-05/06/2011, CO-05/06/2011, CT-05/06/2011, DC-05/06/2011, DE-05/06/2011, FL-05/06/2011, GA-05/06/2011, HI-05/06/2011, IA-05/06/2011, ID-05/06/2011, IL-06/30/2011, IN-05/06/2011, KS-05/06/2011, KY-05/06/2011, LA-05/06/2011, MA-05/06/2011, MD-05/06/2011, ME-05/06/2011, MI-05/06/2011, MN-05/06/2011, MO-05/06/2011, MS-05/06/2011, MT-05/06/2011, NC-05/06/2011, ND-05/06/2011, NE-05/06/2011, NH-05/06/2011, NJ-05/20/2011, NM-05/06/2011, NV-05/06/2011, NY-05/06/2011, OH-05/06/2011, OK-05/06/2011, OR-05/06/2011, PA-05/06/2011, PR-05/06/2011, RI-05/06/2011, SC-05/06/2011, SD-05/10/2011, TN-05/06/2011, TX-05/06/2011, UT-05/06/2011, VA-05/06/2011, VI-05/06/2011, VT-05/06/2011, WA-05/06/2011, WI-05/06/2011, WV-05/06/2011, WY-07/05/2017","2025-04-18","2021-10-01","Y","https://www.linkedin.com/company/primerica/",7,"Y","2100 GATEWAY CENTER","SUITE 200","MORRISVILLE","NC","United States",27560,14,"N","N","N",null,null,"Y","N","N","N","N","N","N","N","N","N","N","N","Corporation",null,"DECEMBER","GA","United States","N",{"$nulls":3},0,null,3762,3732,3750,3608,0,3689,0,0,null,0,{"$nulls":28},52919,null,{"v":9160436416,"d":"9,160,436,416.00"},1303,null,{"v":1920381585,"d":"1,920,381,585.00"},0,null,null,0,null,0,null,0,null,0,null,null,38,null,{"v":10639370,"d":"10,639,370.00"},0,null,null,0,null,null,0,null,null,0,null,null,124,null,{"v":64560433,"d":"64,560,433.00"},{"$nulls":4},"Y","N","N","N","N","N","N",null,"Y",{"v":11156017804,"d":"11,156,017,804.00"},0,{"v":11156017804,"d":"11,156,017,804.00"},{"v":70434,"d":"70,434"},0,{"v":70434,"d":"70,434"},0,"N","Y","N",null,null,"N","N","N","N","N","N","N","N","N",{"$nulls":3},"Y",0,0,{"v":11156017804,"d":"11,156,017,804.00"},1,"Y","N","Y",77,0,0,0,0,0,0,0,22,0,0,1,79,0,0,0,0,0,0,0,17,0,3,1,"ASSETS BELOW THE MINIMUM 1% INPUT. THE BREAKDOWN BETWEEN EACH ASSET TYPE IS BELOW.\r\n\r\nMID-YEAR TOTAL %:\r\nCASH AND CASH EQUIVALENTS: .11%\r\nBONDS-CORPORATE, MUNICIPAL, GOVERNMENT TOTAL: .39%\r\n\r\n\r\nEND OF THE YEAR NOTES:\r\nTHE TOTAL % OF BONDS ACROSS 3 BOND ASSET TYPES IS 0.78% \r\n\r\nTOTAL AUM OF MUNICIPAL BONDS 26,235,641\r\nTOTAL AUM OF US GOVERNMENT BONDS 18,058,687\r\nTOTAL AUM OF INVESTMENT GRADE CORPORATE BONDS 32,223,641",{"$nulls":13},"N","N",{"$nulls":54},"Y","Y","N","N","N","Y","N","Y","N","Y","N","N","N","N","N","N","N","N","N","N","N","N","N",null,"N",null,"Y","Y","Y","N","N","N","N","N","N","N","N","N","Y","N","N","N","N",0,1,1,"Y","N","Y","Y","N",0,"N","N",null,"N",null,"N",null,"N",null,"N",null,"N",null,"N",null,0,0,"N","N","Y","N","N","N","Y","Y","N","N",null,"N",null,"N",null,null,"N","N","N","Y","Y",{"v":11156017804,"d":"11,156,017,804.00"},{"v":70434,"d":"70,434"},"N","N",null,null,{"v":11156017804,"d":"11,156,017,804.00"},"Y","N","N","N","N","N","N",null,1,"N",1,"Y","N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"Y",3,"Y",6,"Y",1,"Y",9,"Y",7,"Y",1,"Y",3,"N",0,"Y",3,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0]
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["CHRO",104727,null,null,"801-34723","Registered","N",null,1120927,1,"MONETA GROUP INVESTMENT ADVISORS, LLC","MONETA GROUP INVESTMENT ADVISORS, LLC","100 SOUTH BRENTWOOD BLVD.",null,"ST. LOUIS","MO","United States",63105,"N","314-726-2300","314-862-6139",6,{"$nulls":7},"Approved","1989-06-30","AK-05/13/2020, AL-01/09/2003, AR-03/14/2001, AZ-04/19/2001, CA-04/19/2001, CO-01/09/2003, CT-01/07/2009, DC-05/13/2020, DE-05/13/2020, FL-09/20/1994, GA-11/09/1995, HI-05/13/2020, IA-03/31/2008, ID-05/13/2020, IL-03/05/1990, IN-03/28/2008, KS-04/04/2001, KY-05/13/2020, LA-01/29/2007, MA-01/09/2003, MD-01/29/2007, ME-05/13/2020, MI-03/16/2001, MN-01/09/2003, MO-07/06/1989, MS-05/13/2020, MT-05/13/2020, NC-11/01/2001, ND-05/13/2020, NE-03/28/2008, NH-01/29/2007, NJ-05/15/2001, NM-05/13/2020, NV-01/29/2007, NY-01/29/2007, OH-03/23/2001, OK-01/09/2003, OR-03/28/2008, PA-03/28/2008, RI-05/13/2020, SC-03/21/2001, SD-09/21/2015, TN-04/12/2001, TX-07/08/1997, UT-08/14/2018, VA-03/16/2001, VT-05/13/2020, WA-01/09/2003, WI-01/29/2007, WV-05/13/2020, WY-06/28/2018","2025-04-01","2021-10-01","Y","https://www.linkedin.com/company/moneta-group/",6,"Y","200 COLUMBINE STREET","SUITE 220","DENVER","CO","United States",80206,8,"N","N","N",null,null,"Y","N","N","N","N","N","N","N","N","N","N","N","Limited Liability Company",null,"DECEMBER","MO","United States","N",{"$nulls":3},0,null,538,220,0,220,2,0,0,383,null,0,{"$nulls":28},2686,null,{"v":1323469113,"d":"1,323,469,113.00"},4976,null,{"v":36097589419,"d":"36,097,589,419.00"},0,"Fewer than 5 clients",0,0,0,0,0,0,0,236,null,{"v":4494767972,"d":"4,494,767,972.00"},65,null,{"v":624241216,"d":"624,241,216.00"},0,"Fewer than 5 clients",null,0,"Fewer than 5 clients",null,0,"Fewer than 5 clients",null,0,"Fewer than 5 clients",null,58,null,{"v":255509395,"d":"255,509,395.00"},{"$nulls":4},"Y","Y","N","Y","N","N","N",null,"Y",{"v":35114726152,"d":"35,114,726,152.00"},{"v":7680850963,"d":"7,680,850,963.00"},{"v":42795577115,"d":"42,795,577,115.00"},{"v":31717,"d":"31,717"},{"v":12787,"d":"12,787"},{"v":44504,"d":"44,504"},{"v":39969755,"d":"39,969,755.00"},"Y","Y","N",null,null,"Y","Y","Y","Y","N","N","N","Y","N",null,"More than 500",8000,"N",{"$nulls":4},"N","Y","Y",5,0,2,12,0,2,0,2,64,5,8,0,5,0,2,13,0,2,0,2,61,6,9,0,{"$nulls":14},"Y","Y",{"v":38782557641,"d":"38,782,557,641.00"},{"v":892074910,"d":"892,074,910.00"},{"v":1195104,"d":"1,195,104.00"},{"v":8050599,"d":"8,050,599.00"},{"v":19798951,"d":"19,798,951.00"},{"v":3000000,"d":"3,000,000.00"},2,0,0,0,0,0,12,0,0,0,0,0,11,{"$nulls":5},{"v":41925793219,"d":"41,925,793,219.00"},{"v":869783896,"d":"869,783,896.00"},null,{"v":16307501,"d":"16,307,501.00"},{"v":35218636,"d":"35,218,636.00"},null,2,0,0,0,0,0,12,0,0,0,0,0,{"$nulls":12},"Y","N","N","N","N","Y","N","Y","N","N","N","N","N","N","N","N","N","N","N","N","N","N","N",null,"N",null,"Y","N","Y","N","N","N","N","N","N","Y","Y","N","N","N","N","N","N",1,0,0,"Y","N","Y","Y","N",0,"N","N",null,"N",null,"N",null,"N",null,"N",null,"N",null,"N",null,0,0,"N","N","N","N","N","N","Y","Y","Y","N","N","Y","N","Y","Y",null,"N","Y","N","Y","Y",{"v":21018386847,"d":"21,018,386,847.00"},{"v":4698,"d":"4,698"},"N","N",null,null,{"v":21018386847,"d":"21,018,386,847.00"},"N","N","Y","N","N","N","N","2024-06-01",30,"N",0,"N","N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0,"N",0]
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