JOYN ADVISORS, INC.

HTTPS://WWW.INSTAGRAM.COM/JOYNADVISORS/ ATLANTA, GA Investment Advisor How do I update this listing?

Joyn Advisors is based out of Atlanta. Joyn Advisors is a large advisory firm with 811 clients and discretionary assets under management (AUM) of $1,383,149,971 (Form ADV from 2019-01-01). Their last reported 13F filing for Q3 2019 included $452,649,000 in managed 13F securities and a top 10 holdings concentration of 84.51%. Joyn Advisors's largest holding is iShares Core MSCI EAFE ETF with shares held of 1,211,436. Joyn Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 52 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $452.649 Million
  • Prior Market Value $444.567 Million
  • New Purchases11 stocks
  • Additional Purchases36 stocks
  • Sold out of20 stocks
  • Reduced holdings in61 stocks
  • Top 10 Holdings % 84.51 %
  • Turnover % [1]:26.27%
  • Turnover Alt % [2]: 5.04 %
  • Time Held Top20:13.30 quarters
  • Time Held Top10:16.30 quarters
  • Time Held All:7.68 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.6%
Performance Last 4 Quarters: 12.81%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR/A (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR/A (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR/A (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JOYN ADVISORS, INC.
1100 ABERNATHY ROAD SUITE 500
ATLANTA GA    30328-5646
Country: United States

Business Phone: 770-295-5600
Fax: 770-295-5700
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: GA
Number of employees: 38
Other Business Activities:
Advisor Fees/Compensation: Fixed fees
Amount of client funds and securities: 113,306,000
Total Number of Clients: 811
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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JOYN ADVISORS, INC.

ownership team - last updated 2019-04-30
Name Title Start Date Direct/Indirect % Ownership
JOYN, INC. CORPORATE OWNER 01/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
GELLER FINANCIAL ADVISORS INC CORPORATE OWNER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. CORPORATE OWNER direct 2001-01-01
GELLER, DAVID, LOUIS CHIEF EXECUTIVE OFFICER 01/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
GELLER, MATTHEW, HENRY PRESIDENT & CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2015-01-01
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01 2014-11-14
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
LEWYN, MARC, JONATHAN CEO, STRATEGIC LIQUIDITY SERVICES 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV CAPITAL MANAGEMENT,INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2006-05-01
GV FINANCIAL ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. CEO, STRATEGIC LIQUIDITY SERVICES direct 2015-01-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2006-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2006-05-01
GELLER, DAVID, LOUIS SHAREHOLDER JOYN, INC. 01/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
GELLER, MATTHEW, HENRY SHAREHOLDER JOYN, INC. 01/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2015-01-01
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01 2014-11-14
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
LEWYN, MARC, JONATHAN SHAREHOLDER JOYN, INC. 05/01/2006 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV CAPITAL MANAGEMENT,INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2006-05-01
GV FINANCIAL ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. CEO, STRATEGIC LIQUIDITY SERVICES direct 2015-01-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2006-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2006-05-01

JOYN ADVISORS, INC.

ownership team - last updated 2018-12-12
Name Title Start Date Direct/Indirect % Ownership
JOYN, INC. CORPORATE OWNER 01/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
GELLER FINANCIAL ADVISORS INC CORPORATE OWNER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. CORPORATE OWNER direct 2001-01-01
GELLER, DAVID, LOUIS CHIEF EXECUTIVE OFFICER 01/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
GELLER, MATTHEW, HENRY PRESIDENT & CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2015-01-01
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01 2014-11-14
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
LEWYN, MARC, JONATHAN CEO, STRATEGIC LIQUIDITY SERVICES 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV CAPITAL MANAGEMENT,INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2006-05-01
GV FINANCIAL ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. CEO, STRATEGIC LIQUIDITY SERVICES direct 2015-01-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2006-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2006-05-01
GELLER, DAVID, LOUIS SHAREHOLDER JOYN, INC. 01/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
GELLER, MATTHEW, HENRY SHAREHOLDER JOYN, INC. 01/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2015-01-01
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01 2014-11-14
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
LEWYN, MARC, JONATHAN SHAREHOLDER JOYN, INC. 05/01/2006 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV CAPITAL MANAGEMENT,INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2006-05-01
GV FINANCIAL ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. CEO, STRATEGIC LIQUIDITY SERVICES direct 2015-01-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2006-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2006-05-01

JOYN ADVISORS, INC.

ownership team - last updated 2018-06-14
Name Title Start Date Direct/Indirect % Ownership
JOYN, INC. CORPORATE OWNER 01/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
GELLER FINANCIAL ADVISORS INC CORPORATE OWNER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. CORPORATE OWNER direct 2001-01-01
GELLER, DAVID, LOUIS CHIEF EXECUTIVE OFFICER 01/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
GELLER, MATTHEW, HENRY PRESIDENT 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2015-01-01
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01 2014-11-14
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
LEWYN, MARC, JONATHAN CEO, STRATEGIC LIQUIDITY SERVICES 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GV CAPITAL MANAGEMENT,INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2006-05-01
GV FINANCIAL ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. CEO, STRATEGIC LIQUIDITY SERVICES direct 2015-01-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2006-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2006-05-01
STUDRAWA, CYNTHIA, NICOLE GARDNER CHIEF COMPLIANCE OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOYN ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2018-04-01
GELLER, DAVID, LOUIS SHAREHOLDER JOYN, INC. 01/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
GELLER, MATTHEW, HENRY SHAREHOLDER JOYN, INC. 01/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2015-01-01
GV FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER direct 2001-01-01 2005-04-05
GV CAPITAL MANAGEMENT,INC. CHIEF OPERATIONS OFFICER direct 2001-01-01 2014-11-14
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2016-04-27
JOYN ADVISORS, INC. SHAREHOLDER indirect 2001-01-01 2016-11-22
LEWYN, MARC, JONATHAN SHAREHOLDER JOYN, INC. 05/01/2006 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GV CAPITAL MANAGEMENT,INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. PRESIDENT direct 2006-05-01
GV FINANCIAL ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
JOYN ADVISORS, INC. SHAREHOLDER indirect 2006-05-01
GV FINANCIAL ADVISORS, INC. CEO, STRATEGIC LIQUIDITY SERVICES direct 2015-01-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2006-01-01
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2006-05-01

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