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Oorsprong van het eerstegraads netwerk van Pete Martinez
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
National Planning Corp.
![]() National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants.
9
| Extinct | Investment Managers | 9 |
New England Securities Corp.
![]() New England Securities Corp. Investment ManagersFinance Formed in 1986, New England Securities Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of New England Life Insurance Co. and their ultimate parent is MetLife, Inc. (NYSE: MET). New England Securities Corp. was formerly known as NEL Equity Service Corporation. New England Securities Corp. operates as a broker/dealer for high net-worth families, business owners, and professionals in New England.
2
| Extinct | Investment Managers | 2 |
IFS Advisors LLC
![]() IFS Advisors LLC Investment ManagersFinance IFS Advisors LLC (dba Insight Financial Services) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded in 2008 and formerly known as Beacon Asset Management LLC. They offer investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Pete Martinez via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
RESOURCE AMERICA INC | Investment Managers | Compliance Officer | |
Nationwide Financial Services, Inc.
![]() Nationwide Financial Services, Inc. Life/Health InsuranceFinance Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH. | Life/Health Insurance | Corporate Officer/Principal | |
Community Trust & Investment Co.
![]() Community Trust & Investment Co. Investment ManagersFinance Community Trust & Investment Co. (CTIC) is an investment management firm headquartered in Pikeville, Kentucky. Formerly known as Trust Co. of Kentucky, the firm is a subsidiary of Community Trust Bancorp, Inc. (NASDAQ: CTBI). CTIC is comprised of two business units, Wealth and Trust Management (WTM) and Community Trust Financial Services (CTFS). WTM offers disciplined investment management that is consistent with client objectives. CTFS is the retail investment and insurance division. | Investment Managers | Sales & Marketing | |
Edward D. Jones & Co. LP
![]() Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Corporate Officer/Principal | |
Voya Financial Advisors, Inc.
![]() Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Investment Managers | Corporate Officer/Principal | |
Stack Financial Management, Inc.
![]() Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | 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 | |
Electronic Transaction Clearing, Inc.
![]() Electronic Transaction Clearing, Inc. Regional BanksFinance Electronic Transaction Clearing, Inc. operates as a brokerage and clearing company. The firm’s solutions include custody, execution, clearing and settlement solutions. The company was founded in 2007 and is headquartered in Los Angeles, CA. | Regional Banks | Compliance Officer | |
University of Missouri | College/University | Undergraduate Degree | |
Capital One Securities, Inc.
![]() Capital One Securities, Inc. Investment Banks/BrokersFinance Founded in 1990, Capital One Southcoast, Inc., formerly Hibernia Southcoast Capital, is a full-service investment banking firm and broker/dealer located in New Orleans, Louisiana with an additional office in Houston, Texas. The firm is a subsidiary of Capital One Financial Corp. (NYSE: COF). They are provide corporate finance, equity research, institutional equity sales and trading services to private and mid-market public companies. The firm offers broad coverage of over 1,000 domestic and foreign institutional accounts for mutual funds, pension funds, hedge funds, insurance firms and other institutional investors. Capital One Southcoast's analysts provide coverage across the energy sector including energy infrastructure, oilfield services and oil & gas exploration and production. | Investment Banks/Brokers | Corporate Officer/Principal | |
Trelleborg Pipe Seals Milford, Inc.
![]() Trelleborg Pipe Seals Milford, Inc. Engineering & ConstructionIndustrial Services Trelleborg Pipe Seals Milford, Inc. designs and manufactures sanitary equipment. Its products and solutions include sealing systems for sewer, stormwater, and potable water pipes, couplings, sectional pipe repair, manhole coring and ancillary equipment, technical equipment for pipe rehabilitation, resin systems, connector sealing systems, lateral connection repair, and glass fibre mats. The company was founded in 1972 and is headquartered in Milford, NH. | Engineering & Construction | Corporate Officer/Principal | |
Security First Group, Inc.
![]() Security First Group, Inc. Insurance Brokers/ServicesFinance Part of MetLife, Inc., Security First Group, Inc. markets and distributes fixed and variable annuity contracts. Security First Group was acquired by Metropolitan Life Insurance Co. from London Insurance Group, Inc. on October 30, 1997 for $377 million. | Insurance Brokers/Services | Corporate Officer/Principal | |
San Diego State University | College/University | Undergraduate Degree | |
Bellevue University | College/University | Undergraduate Degree | |
Biola University, Inc. (California) | College/University | Undergraduate Degree | |
Keene State College | College/University | Undergraduate Degree | |
University of Florida | College/University | Masters Business Admin | |
University of Maryland | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Virginia Commonwealth University | College/University | Undergraduate Degree | |
Youngstown State University | College/University | Masters Business Admin | |
The State University of New York | College/University | Undergraduate Degree | |
Tudor, Pickering, Holt & Co. Securities LLC
![]() Tudor, Pickering, Holt & Co. Securities LLC Investment Banks/BrokersFinance Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cobblestone Asset Management LLC
![]() Cobblestone Asset Management LLC Investment ManagersFinance Cobblestone Asset Management LLC provides personalized and hands-on financial services, including investment management, financial planning, and consulting services. Cobblestone Asset Management is based in Richmond, VA. Richard Robert Krafcik has been the CEO of the private company since 2007. The company focuses on educating clients about financial concepts and helping them make informed decisions. | Investment Managers | Chief Executive Officer | |
Apex Clearing Corp.
![]() Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX. | Regional Banks | Compliance Officer | |
Morgan Keegan & Co. LLC
![]() Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Asio Capital LLC
![]() Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients. | Investment Managers | Founder |
Statistieken
Internationaal
Verenigde Staten | 37 |
Sectoraal
Finance | 25 |
Consumer Services | 12 |
Industrial Services | 2 |
Operationeel
Corporate Officer/Principal | 27 |
Undergraduate Degree | 9 |
Compliance Officer | 9 |
President | 4 |
Chief Executive Officer | 3 |
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