CHARLOTTE, NC
Total Insiders
16
Active leadership & owners
Board Directors
5
Governing body
Corporate Officers
6
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
16
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
LONG ROBERT W. DirectorOfficer | Pres. & Prin. Exec. Officer | Since Jul 2022 | — |
MILLS HAROLD Director | — | Since Jul 2022 | — |
PRATHER TERRY WEST Director | — | Since May 2024 | — |
SCHMIDT TRACY G. Director | — | Since Jul 2022 | — |
STURZENEGGER RON D. Director | — | Since Jul 2022 | — |
ANCONA CHRISTOPHER Officer | Chief Compliance Officer | Since Jul 2022 | — |
CARUVANA DEAN ANTHONY Officer | Secretary & Chief Compli. Off. | Since Apr 2025 | — |
FLEISCHER MATTHEW BENNETT Officer | Chief Compliance Officer | Since Sep 2026 | — |
SMITH TIMOTHY ADAIR Officer | Treasurer & Prin. Fin. Officer | Since Jul 2022 | — |
ZEITVOGEL KIMBERLY Officer | Treasurer & Prin. Fin. Officer | Since Jan 2023 | — |