| CANTERBURY INVESTMENT ADVISORS LLC | 2023-10-03 | present | Yes |
| INVESTMENT ADVISOR GROUP | 2023-05-01 | 2023-10-02 | — |
| ADVISORY SERVICES NETWORK, LLC | 2022-10-12 | 2023-05-02 | — |
| CANTERBURY INVESTMENT ADVISORS LLC | 2018-05-24 | 2022-10-11 | — |
| INNOVATION PARTNERS LLC | 2018-01-18 | 2018-05-16 | — |
| DFPG INVESTMENTS, LLC | 2017-11-30 | 2017-11-30 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2017-07-20 | 2017-10-25 | — |
| SCF INVESTMENT ADVISORS, INC. | 2016-07-26 | 2017-07-12 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2013-11-15 | 2016-07-15 | — |
| ARBOR POINT ADVISORS | 2013-11-15 | 2016-07-15 | — |
| SIGNATURE INVESTMENTS, INC. | 2013-05-21 | 2013-11-05 | — |
| MODERN CAPITAL ADVISORS, LLC | 2012-03-27 | 2013-05-21 | — |
| ABELE FINANCIAL GROUP LLC | 2010-04-15 | 2013-05-13 | — |
| SILVER OAK SECURITIES INCORPORATED | 2009-10-06 | 2009-11-09 | — |
| MM ASCEND LIFE INVESTOR SERVICES, LLC | 2009-08-18 | 2009-09-22 | — |
| SSN ADVISORY, INC. | 2009-03-27 | 2009-07-31 | — |
| ABELE FINANCIAL GROUP LLC | 2008-04-07 | 2009-03-27 | — |
| SSN ADVISORY, INC. | 2007-01-12 | 2008-04-07 | — |
| ABELE MCGOWEN LLC | 2003-07-22 | 2006-12-31 | — |
| SECURITIES AMERICA ADVISORS, INC. | 1999-01-15 | 2003-07-21 | — |