NEXT Financial Group Inc

NEXT Financial Group Inc, also known as NEXT FINANCIAL GROUP, INC., is a Virginia-based corporation. It currently employs 457 individuals, of whom 451 work in advisory capacities, and serves a total of 1918 clients. The firm was last reported as Approved by the U.S. Securities and Exchange Commission (SEC) and has been registered since August 20, 1999.

• BARRY GLENN KNIGHT

  PRESIDENT/CEO/DIRECTOR owns less than 5%

• CARY SR COWAN

  DIRECTOR owns less than 5%

• CHRISTOPHER BRIAN MUELLER

  SVP CHIEF OPERATIONS OFFICER owns less than 5%

• DAVID LEE HOLTZ

  DIRECTOR owns less than 5%

• JEFFREY JUDD SALINE

  DIRECTOR owns less than 5%

• LESLIE BERNARD JALLANS

  CCO owns less than 5%

• NEXT FINANCIAL HOLDINGS, INC.

  OWNER owns 75% or more

• NORMAN JR GRANT

  DIRECTOR owns less than 5%

• PHILIP FRANCIS SMITH

  CFO/FINOP owns less than 5%

• DOUGLAS JOHN KETTERER

  DIRECTOR owns less than 5%

• EUGENE HENRI ELIAS JR

  DIRECTOR owns less than 5%

• ATRIA WEALTH SOLUTIONS HOLDINGS LLC

  SHAREHOLDER owns 75% or more

• ATRIA WEALTH SOLUTIONS, INC.

  SHAREHOLDER owns 75% or more

• AWS 5, INC.

  SHAREHOLDER owns 75% or more

• LEE EQUITY PARTNERS FUND II(A), L.P.

  MEMBER owns more than 50% but less than 75%

• LEE EQUITY PARTNERS FUND II, L.P.

  MEMBER owns more than 25% but less than 50%

• LEP ATRIA HOLDINGS, LLC

  MEMBER owns more than 25% but less than 50%

• Trust Asset Management LLC
• Stanley Capital Management LLC
• ROG VI LLC
• Falcata Capital LLC
• Stavis & Cohen Financial LLC
• Matthew GOFF Investment Advisor LLC
• QEP Advisers LLC
• Smith Graham & Co Investment Advisors LP**
• First Endowment Development Corp
• JVL Advisors LLC

• Analyzing NEXT Financial Group's Q3 and Q4 13F Holdings: Trends and Changes in Holdings for Various Funds and Corporations

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