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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
none appears on more than one
Lambert Randall Thomas Jr., known as Randy Lambert, is a Director Nominee expected to serve on the board of directors. Since August 2024, he has served as Executive Vice President and Head of Registered Investment Advisor Solutions at Intention.ly. Previously, he held several leadership roles at Orion Advisor Solutions and its predecessor, including Chief Operations Officer, Executive Vice President of Tech Operations, and President, between 1993 and 2024. He holds a B.S.B.A. in finance from Creighton University and an M.B.A. from Regis University.
This record is keyed to SEC CIK 0002070967 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 7 institutional-holder rows on these vehicles, under 3 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.