| API FINANCIAL ADVISORS, LLC | 2026-04-06 | present | Yes |
| YOUR IA, LLC | 2026-01-05 | 2026-03-05 | — |
| API FINANCIAL ADVISORS, LLC | 2025-02-28 | 2025-12-15 | — |
| MML INVESTORS SERVICES, LLC | 2022-06-10 | 2024-01-26 | — |
| PRUCO SECURITIES, LLC | 2019-06-19 | 2022-05-23 | — |
| VIRTUE CAPITAL MANAGEMENT, LLC | 2018-01-10 | 2019-04-29 | — |
| PLANMEMBER SECURITIES CORPORATION | 2016-01-13 | 2017-12-31 | — |
| PEAK WEALTH GROUP, LLC | 2015-04-08 | 2015-08-28 | — |
| B. RILEY WEALTH ADVISORS, INC. | 2015-02-16 | 2015-03-03 | — |
| EQUITABLE ADVISORS, LLC | 2013-02-07 | 2014-12-12 | — |
| LEGEND ADVISORY, LLC | 2011-07-14 | 2013-02-04 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2010-07-29 | 2011-07-18 | — |
| B. RILEY WEALTH ADVISORS, INC. | 2010-01-04 | 2010-07-20 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2007-06-21 | 2008-11-12 | — |
| BROOKSTREET SECURITIES CORPORATION | 2006-08-25 | 2007-05-23 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-03-08 | 2006-09-06 | — |
| ADVEST, INC. | 2005-01-18 | 2006-03-08 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-10-20 | 2005-01-03 | — |
| QUICK & REILLY, INC. | 2004-06-21 | 2004-10-20 | — |
| CHARLES SCHWAB & CO., INC. | 1999-03-22 | 2003-06-11 | — |