CFI Partners LLC

CFI Partners LLC, legally known as CFI PARTNERS, LLC, is a Delaware-based Limited Liability Company with 16 employees, 9 of whom occupy advisory roles. The number of clients served by the firm is unknown, but it has a current SEC status of Approved and was registered on June 17, 2011.

• BRADFORD BARTHOLOMEW COURI

  MANAGING MEMBER; MANAGING PRINCIPAL owns more than 10% but less than 25%

• DAVID ALAN BECKER

  CHIEF COMPLIANCE OFFICER AND CHIEF TECHNOLOGY OFFICER owns less than 5%

• DAVID COWEN DIEFFENBACHER

  MANAGING MEMBER; PORTFOLIO MANAGER owns more than 10% but less than 25%

• ERIC STEPHAN BAER

  MANAGING MEMBER; PORTFOLIO MANAGER owns more than 10% but less than 25%

• GAVIN JAMES CROSS

  CHIEF FINANCIAL OFFICER owns less than 5%

• LEVOYD ELIA ROBINSON

  MANAGING MEMBER; MANAGING PRINCIPAL owns more than 10% but less than 25%

• SEAN MICHAEL HAAS

  MEMBER; PORTFOLIO MANAGER owns more than 5% but less than 10%

• SHAYNE EVANS

  BOARD DESIGNEE OF THE ACADEMY GROUP, INC. owns less than 5%

• THE ACADEMY GROUP, INC

  MEMBER owns more than 10% but less than 25%

• WELLS FARGO SECURITIES, LLC
  United States

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