Arbor Point Advisors LLC

Arbor Point Advisors LLC, a NE Limited Liability Company, proudly serves over 1,000 clients with the help of their 93 employees, all of whom work in advisory positions. The company has been approved by the SEC (U.S. Securities and Exchange Commission) and has been registered since September 28th, 2012.

• DAVID JOHN VAUGHAN

  SENIOR VICE PRESIDENT, TREASURER owns less than 5%

• DENNIS MICHAEL KING

  PRESIDENT owns less than 5%

• GREGG HOWARD JOHNSON

  DIRECTOR owns less than 5%

• JAMES DELWYN NAGENGAST

  DIRECTOR owns less than 5%

• KEVIN JOSEPH MILLER

  EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND CORPORATE SECRETARY owns less than 5%

• KYLE WILLIAM HIATT

  DIRECTOR owns less than 5%

• KYLEE MARIE BEACH

  DIRECTOR owns less than 5%

• MATTHEW JOHN KINSELLA

  VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, AML OFFICER, PRIVACY OFFICER AND ITPP OFFICER owns less than 5%

• NORTHSTAR FINANCIAL SERVICES GROUP, LLC

  MEMBER owns more than 10% but less than 25%

• PAMELA JANINE WERTHEIM

  DIRECTOR owns less than 5%

• PHILIP SALVATORE BLANCATO

  DIRECTOR owns less than 5%

• SECURITIES AMERICA FINANCIAL CORPORATION

  MEMBER owns 75% or more

• WILLIAM SAYLER WOSTOUPAL

  DIRECTOR owns less than 5%

• CLARA ELIZABETH MADDOX

  ELECTED MANAGER

• ERIC REESE CLARKE

  ELECTED MANAGER

• JONATHAN RUSSELL BAUM

  ELECTED MANAGER

• LADENBURG THALMANN FINANCIAL SERVICES, INC.

  DIRECT OWNER owns 75% or more

• MICHAEL ROY BURNS

  ELECTED MANAGER

• NORTHSTAR TOPCO, LLC

  SOLE MEMBER owns 75% or more

• TA ASSOCIATES XI GP, LP

  GENERAL PARTNER

• TA ASSOCIATES, LP

  GENERAL PARTNER

• TA XI NS AIV, LP

  MEMBER owns more than 50% but less than 75%

• TODD PATRICK CLARKE

  ELECTED MANAGER

• TODD RICHARD CROCKETT

  ELECTED MANAGER

• VERNON RICHARD BARBACK

  ELECTED MANAGER

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