The company said its board appointed Chief Financial Officer Paul M. Shoukry (40) as the company's President on March 19, 2024, effective the same day. Shoukry will continue to serve as Chief Financial Officer until he assumes the role of Chief Executive Officer.

1. 01

   The company said its board appointed Chief Financial Officer Paul M. Shoukry (40) as the company's President on March 19, 2024, effective the same day. Shoukry will continue to serve as Chief Financial Officer until he assumes the role of Chief Executive Officer.

2. 02

   The company said it expects Shoukry to be named Chief Executive Officer when Paul C. Reilly retires from the role after a transition period. The company said the change is expected in fiscal 2025, and Reilly will remain on the board as executive chair.

3. 03

   The company said Chief Operating Officer Jeffrey A. Dowdle will retire on September 30, 2024, and Private Client Group President Scott A. Curtis will be appointed Chief Operating Officer on October 1, 2024. Dowdle will then be appointed Vice Chair and serve in an advisory role.

4. 04

   The company said Christopher Shoukry, brother of Paul M. Shoukry, serves as a Director at Alex. Brown and received cash compensation of $665,936, LTIP contributions of $41,900 and restricted stock unit compensation with an aggregate grant date value of $47,293 from October 1, 2022 to the present.

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Original filing

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