Oorsprong van het eerstegraads netwerk van Richard Paul Woltman
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Girard Securities, Inc.
 Girard Securities, Inc. Investment Banks/BrokersFinance Founded in 1986, Girard Securities, Inc. is a broker-dealer located in San Diego, California. The firm is a subsidiary of RCS Capital Holdings LLC and their ultimate parent is RCS Capital Corp. (NYSE: RCAP). Girard Securities specializes in institutional and retail sales, financial planning, fixed-income investments and municipal bond underwriting. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.
22
| Subsidiary | Investment Banks/Brokers | 22 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Richard Paul Woltman via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
WS Griffith Securities, Inc.
 WS Griffith Securities, Inc. Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., WS Griffith Securities, Inc. provides investment brokerage services. The company is based in Enfield, CT. WS Griffith Securities was acquired by LPL Financial LLC from The Nassau Cos. of New York, Inc. on March 23, 2004. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| California Western School of Law | College/University | Graduate Degree | |
U.S. Bank, NA (Cincinnati Ohio)
 U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Corporate Officer/Principal | |
| FIRST FINANCIAL BANKSHARES, INC. | Major Banks | Corporate Officer/Principal | |
| Minnesota State University Moorhead | College/University | Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree | |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| National University | College/University | Undergraduate Degree | |
Denise McNulty & Associates, Inc.
 Denise McNulty & Associates, Inc. Finance/Rental/LeasingFinance Denise McNulty & Associates, Inc. provides car rental services. The company was founded in 1993 and is headquartered in McKinleyville, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| Point Loma Nazarene University | College/University | Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
Girard Securities, Inc. (Investment Management)
 Girard Securities, Inc. (Investment Management) Investment ManagersFinance Girard Securities, Inc. (Investment Management) (Girard-IM) is the investment management division of Girard Securities, Inc., a broker/dealer headquartered in San Diego, California. The firm was founded in 1986 and is ultimately owned by Aretec Group, Inc. Girard-IM provides investment advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
| University of San Diego | College/University | Undergraduate Degree | |
WaMu Investments
 WaMu Investments Investment ManagersFinance Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt. | Investment Managers | Corporate Officer/Principal | |
| Grossmont College | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 30 |
Sectoraal
| Finance | 18 |
| Consumer Services | 13 |
Operationeel
| Corporate Officer/Principal | 46 |
| Undergraduate Degree | 13 |
| Compliance Officer | 4 |
| Trading-Equity | 3 |
| Institutional Sales | 3 |
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