Who owns Journey Advisory Group, LLC?

No ownership or control links for Journey Advisory Group, LLC are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is Journey Advisory Group, LLC's risk level?

Journey Advisory Group, 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 Journey Advisory Group, LLC appear across sources?

Journey Advisory Group, LLC is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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Journey Advisory Group, LLC

Name: Journey Advisory Group, LLC — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, Journey Advisory Group, LLC, Company, US

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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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Assets held

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People & control

93 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.

●
FINANCIAL SELECT SECTOR SPDR FUND
Also holds roles at 10 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
GENERAL ELECTRIC CO COM NEW
Also holds roles at 17 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
GENERAL MILLS INCORPORATED
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
●
GOLDMAN SACHS GROUP INC
Also holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Vinva Investment Management Ltd13F holder
- Belmont Capital, LLC13F holder
●
GRAINGER W W INC COM
Also holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
●
HALLIBURTON CO COM
Also holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
●
HEALTH CARE SELECT SECTOR SPDR FUND
Also holds roles at 9 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 20 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 12 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
HUMANA INC COM
Also holds roles at 10 other companies
- BloombergSen Inc.13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
ILLINOIS TOOL WKS INC COM
Also holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
INTEL CORPORATION
Also holds roles at 19 other companies
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
INTERNATIONAL BUSINESS MACHINE
Also holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INTUIT COM
Also holds roles at 13 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
INTUITIVE SURGICAL INC
Also holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
INVESCO EXCHANGE TRADED FD T
Also holds roles at 1 other company
- Belmont Capital, LLC13F holder
●
INVESCO QQQ TR
Also holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INVESCO S&P 500 EQUAL WEIGHT ETF
Also holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
Ishares Biotechnology ETF
Also holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- MINOT CAPITAL, LP13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES CORE DIVIDEND GROWTH ETF
Also holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
●
ISHARES CORE S&P MID-CAP ETF
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES CORE S&P SMALL CAP ETF
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES GOLD TRUST
Also holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES MSCI EAFE ETF
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ISHARES PREFERRED & INCOME SECURITIES ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 1000 ETF
Also holds roles at 6 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES RUSSELL 1000 GROWTH ETF
Also holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 1000 VALUE ETF
Also holds roles at 5 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
●
ISHARES S&P 500 VALUE ETF
Also holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
●
ISHARES S&P SMALL-CAP 600 VALUE ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
●
ISHARES SELECT DIVIDEND ETF
Also holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES TIPS BOND ETF
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES TR
Also holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES TREASURY FLOATING RATE BOND ETF
Also holds roles at 1 other company
- RETIREMENT CAPITAL STRATEGIES13F holder
●
JACOBS SOLUTIONS INC COM
Also holds roles at 6 other companies
- Vinva Investment Management Ltd13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
JOHNSON & JOHNSON
Also holds roles at 21 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 22 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
JPMORGAN ULTRA-SHORT INCOME ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
KAYNE ANDERSON ENERGY INFRST
Also holds roles at 1 other company
- WNY Asset Management, LLC13F holder
●
KIMBERLY-CLARK 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
●
KLA CORP COM NEW
Also holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
KROGER CO
Also holds roles at 12 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
LOCKHEED MARTIN CORPORATION
Also holds roles at 15 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
LOWES COMPANIES INC
Also holds roles at 16 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
MARATHON PETE CORP COM
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
MARSH & MCLENNAN COS INC COM
Also holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
MARVELL TECHNOLOGY INC COM
Also holds roles at 7 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
MASTERCARD INCORPORATED
Also holds roles at 16 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
MCDONALDS CORP
Also holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MEDPACE HLDGS INC COM
Also holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
MEDTRONIC PLC
Also holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
SELECT SECTOR SPDR TR
Also holds roles at 9 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SELECTA BIOSCIENCES INC
Also holds roles at 3 other companies
- Gladius Capital Management LP13F holder
- VANGUARD GROUP INC13F holder
- WNY Asset Management, LLC13F holder
●
SMUCKER J M CO COM NEW
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
SOUTHERN CO COM
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SPDR GOLD SHARES
Also holds roles at 12 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR S&P 500 ETF TRUST
Also holds roles at 18 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR S&P MIDCAP 400 ETF TRUST
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
SPDR SER TR
Also holds roles at 4 other companies
- RETIREMENT CAPITAL STRATEGIES13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
●
STARBUCKS CORP
Also holds roles at 17 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
STRYKER CORP
Also holds roles at 15 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
TAIWAN SEMICONDUCTOR - SP ADR
Also holds roles at 12 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
TD SYNNEX CORPORATION COM
Also holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
TECHNOLOGY SELECT SECTOR SPDR FUND
Also holds roles at 9 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
TESLA INC
Also holds roles at 20 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
TEXAS INSTRS INC COM
Also holds roles at 19 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
TJX COS INC NEW COM
Also holds roles at 11 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
TRAVELERS COS INC
Also holds roles at 9 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
UNION PACIFIC CORPORATION
Also holds roles at 15 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 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
UNITEDHEALTH GROUP INC
Also holds roles at 18 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
US BANCORP DEL COM NEW
Also holds roles at 10 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
●
VANGUARD DIVIDEND APPRECIATION ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD FTSE DEVELOPED MARKETS ETF
Also holds roles at 9 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD GROWTH ETF
Also holds roles at 9 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 5 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
●
VANGUARD INDEX FDS
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
●
VANGUARD INTL EQUITY INDEX F
Also holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
VANGUARD SCOTTSDALE FDS
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VANGUARD SHORT-TERM CORPORATE BOND ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
VANGUARD TOTAL BOND MARKET ETF
Also holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD TOTAL STOCK MARKET ETF
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD VALUE ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD WORLD FDS
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VERIZON COMMUNICATIONS
Also holds roles at 16 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 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
WAL-MART INC
Also holds roles at 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
WASTE MGMT INC DEL COM
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
WEC ENERGY GROUP INC COM
Also holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
ZIMMER BIOMET HOLDINGS INC COM
Also holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder

93 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 Journey Advisory Group, 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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