2024-11-14T12:47:55-06:00 2023-12-31 570381582 ELLIOTT DAVIS LLCPLLC 1901 MAIN STREET SUITE 900 COLUMBIA SC 29201 990EZ 2023-01-01 562087804 THE EXCHANGE NETWORK F/K/A AUG THE EXCHANGE EXCH 8882416881 PMB 336 10120 TWO NOTCH ROAD COLUMBIA SC 292234395 JENNIFER LITCHFIELD PRESIDENT 8882416881 2024-11-13 1 1 JANICE A RATICA P00358837 8032560002 2024-11-13 2023 2024-10-15 13:58:12Z X X HTTPS://WWW.THEEXCHANGENETWORK.ORG/ X X 141389 X 0 72000 69349 40 141389 70300 29335 55773 155408 -14019 109593 0 95574 109593 95574 109593 95574 0 0 109593 95574 X TO CREATE A MEMBER NETWORK WHICH OFFERS A FORUM FOR INTERACTIONS ON INDUSTRY-RELATED TOPICS, PROVIDES OPPORTUNITIES TO COLLABORATE ON TIPS, TRICKS AND INDUSTRY BEST PRACTICES, AND CHANNELS FEEDBACK TO INDUSTRY SERVICE PROVIDERS. PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION, EXPERIENCE AND IDEAS AMONG MEMBERS ON ALL FACETS OF INVESTMENT AND WEALTH MANAGEMENT, INCLUDING COMPLIANCE, MANAGEMENT, OPERATIONS, TECHNOLOGY, PRODUCT DEVELOPMENT AND OVERALL EXPERTISE. 0 0 SERVING AS A LIASON FOR SHARING ISSUES AND CONCERNS WITH INDUSTRY LEADERS AND VENDORS 0 0 TRAINING AND EDUCATING MEMBERS ON TOPICS PERTINENT TO THE INVESTMENT AND WEALTH MANAGEMENT FIELD 0 0 JOHN STILES MEMBER 2.00 0 0 0 JASON GUTHRIE MEMBER 2.00 0 0 0 DONNA PALUMBO SECRETARY 2.00 0 0 0 RAMA BALASUBRAMANIAN PRESIDENT 2.00 0 0 0 JENNIFER KELLEY VP 2.00 0 0 0 JIM SENG TREASURER 2.00 0 0 0 ANN MASSEY SENIOR ADVISOR 2.00 0 0 0 X 0 0 0 0 0 0 0 0 SC JIM SENG PMB 336 10120 TWO NOTCH ROAD COLUMBIA SC 292234395 8882416881 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 40. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADVERTISING. AMOUNT: 1,961. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 796. DESCRIPTION: IT. AMOUNT: 4,644. DESCRIPTION: TRAVEL. AMOUNT: 3,257. DESCRIPTION: CONFERENCE/MEETINGS. AMOUNT: 44,788. DESCRIPTION: PROCESSING FEES. AMOUNT: 327. TOTAL TO FORM 990-EZ, LINE 16: 55,773. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.