Who owns Obsidian Personal Planning Solutions LLC?

No ownership or control links for Obsidian Personal Planning Solutions LLC are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is Obsidian Personal Planning Solutions LLC's risk level?

Obsidian Personal Planning Solutions LLC has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does Obsidian Personal Planning Solutions LLC appear across sources?

Obsidian Personal Planning Solutions LLC is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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Obsidian Personal Planning Solutions LLC

Name: Obsidian Personal Planning Solutions LLC — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, Obsidian Personal Planning Solutions LLC, Company, US

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Company · US

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/01

Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

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Identity, address & registry profile
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Community notes

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Assets held

83 assetsPREMIUM

83 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

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/03

People & control

67 parties · 0 current

Every officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.

●
ABBVIE INC
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ADOBE INC
Also holds roles at 20 other companies
- Merlin Capital, Inc13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
AMAZON.COM INC
Also holds roles at 29 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
AMGEN INC
Also holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
AON PLC SHS CL A
Also holds roles at 15 other companies
- BloombergSen Inc.13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
APPLE INC
Also holds roles at 32 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
AT&T INC
Also holds roles at 17 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
BANK OF AMERICA CORP
Also holds roles at 25 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
●
BECTON DICKINSON & CO COM
Also holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
BERKSHIRE HATHAWAY INC - CL B
Also holds roles at 25 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
BLACKSTONE INC COM
Also holds roles at 9 other companies
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
CAMTEK LTD
Also holds roles at 2 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- VANGUARD GROUP INC13F holder
●
CATERPILLAR INC
Also holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
CHEVRON CORP
Also holds roles at 25 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
COSTCO WHOLESALE CORP
Also holds roles at 22 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DANAHER CORPORATION COM
Also holds roles at 14 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DUKE ENERGY CORP NEW COM NEW
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
FACEBOOK INC-A
Also holds roles at 24 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
HEALTH CARE SELECT SECTOR SPDR FUND
Also holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
HOME DEPOT INC
Also holds roles at 22 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
HONEYWELL INTERNATIONAL INC
Also holds roles at 14 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
INTERNATIONAL BUSINESS MACHINE
Also holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INVESCO EXCHANGE TRADED FD T
Also holds roles at 4 other companies
- Belmont Capital, LLC13F holder
- Continuum Advisory, LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
ISHARES CORE S&P SMALL CAP ETF
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES FLOATING RATE BOND ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES TR
Also holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
JOHNSON & JOHNSON
Also holds roles at 26 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
JPMORGAN CHASE & CO
Also holds roles at 25 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
LINDE PLC SHS
Also holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
MARRIOTT INTL INC NEW CL A
Also holds roles at 9 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
MCDONALDS CORP
Also holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MERCK & COMPANY INC
Also holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MICROSOFT CORP
Also holds roles at 29 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
●
MONDELEZ INTL INC CL A
Also holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
PEPSICO INCORPORATED
Also holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
PIMCO ETF TR
Also holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Continuum Advisory, LLC13F holder
●
PPG INDS INC COM
Also holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
PROCTER AND GAMBLE COMPANY
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
RTX CORPORATION COM
Also holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SCHWAB STRATEGIC TR
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SELECT SECTOR SPDR TR
Also holds roles at 8 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR INDEX SHS FDS
Also holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WNY Asset Management, LLC13F holder
●
SPDR SER TR
Also holds roles at 9 other companies
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
TECHNOLOGY SELECT SECTOR SPDR FUND
Also holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
TEXAS INSTRS INC COM
Also holds roles at 21 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
UNION PACIFIC CORPORATION
Also holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
UNITED PARCEL SERVICE - CL B
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
VALERO ENERGY CORP COM
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
VANGUARD FTSE DEVELOPED MARKETS ETF
Also holds roles at 10 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD FTSE EMERGING MARKETS ETF
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
●
VANGUARD GROWTH ETF
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
●
VANGUARD HEALTH CARE ETF
Also holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- WNY Asset Management, LLC13F holder
●
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Also holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
●
VANGUARD INDEX FDS
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VANGUARD MID-CAP VALUE ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD S&P 500 ETF
Also holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
VANGUARD SHORT-TERM BOND ETF
Also holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VANGUARD SHORT-TERM CORPORATE BOND ETF
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
VANGUARD SMALL-CAP GROWTH ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD ST INFLATION PROTECTED ETF
Also holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
●
VANGUARD TOTAL INTERNATIONAL STOCK ETF
Also holds roles at 5 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
●
VANGUARD VALUE ETF
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
●
VERIZON COMMUNICATIONS
Also holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
VISA INC - CL A
Also holds roles at 23 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
WASTE MGMT INC DEL COM
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
YUM BRANDS INC COM
Also holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder

67 parties · 0 current. Ceased and resigned records are retained as history.

Community intel

Crowd leads · unverified

Tips, corrections and leads contributed by the community on Obsidian Personal Planning Solutions LLC. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

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