Oorsprong van het eerstegraads netwerk van Rob Jay Moses
Entiteit | Type entiteit | Industrie | |
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First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.
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| Subsidiary | Investment Banks/Brokers | 34 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Rob Jay Moses via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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General Electric Capital Corp.
General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
GE Financial Assurance Holdings LLC
GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Dunham & Associates Investment Counsel, Inc.
Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance Dunham & Associates Investment Counsel, Inc. (DAIC) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jeffrey A. Dunham in 1985 and is wholly owned by Dunham & Associates Holdings, Inc. DAIC offers four types of advisory services: mutual funds, wrap programs, separately managed accounts (SMAs) and investment consulting services. | Investment Managers | Corporate Officer/Principal | |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
Saxony Securities, Inc.
Saxony Securities, Inc. Investment Banks/BrokersFinance Founded in 2001, Saxony Securities, Inc. is an independent broker/dealer headquartered in St. Louis, Missouri with additional locations throughout the US. The firm is a member of FINRA and the SIPC. They are States. The company is a member of The Financial Industry Regulatory Authority (FINRA), as well as licensed in all 50 states. Saxony Securities uses Pershing LLC, a subsidiary of the Bank Of New York Mellon Corp., as their fully-disclosed clearing firm. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Prudential Investment Corp.
Prudential Investment Corp. Investment ManagersFinance Part of Prudential Financial, Inc., Prudential Investment Corp. provides investment advice. The company is based in Grass Lake, MI. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Stratigx Capital Funding LLC | Director of Finance/CFO | ||
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | Investment Managers | Corporate Officer/Principal | |
Greenwich Wealth Management LLC
Greenwich Wealth Management LLC Investment ManagersFinance Greenwich Wealth Management LLC (GWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded by Michael J. Freeburg in 2006. GWM provides investment supervisory services to high net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, defined benefit/contribution plans and profit-sharing plans. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
RunMoney Corp.
RunMoney Corp. Investment ManagersFinance RunMoney Corp. provides investment advisory services. The company was founded by Robert B. Jorgensen and is headquartered in San Diego, CA. | Investment Managers | Corporate Officer/Principal | |
San Diego State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
College for Creative Studies | College/University | Corporate Officer/Principal | |
The College of William & Mary | College/University | Graduate Degree | |
DePaul University | College/University | Undergraduate Degree | |
Hawaii Pacific University | College/University | Undergraduate Degree | |
University of California, Santa Cruz | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Mayfield Fund LLC
Mayfield Fund LLC Investment ManagersFinance Mayfield Fund LLC (Mayfield Fund) is a venture capital firm founded in 1969 by Mark Jay Levin. The firm is headquartered in Menlo Park, California. | Investment Managers | Comptroller/Controller/Auditor | |
Protiviti, Inc.
Protiviti, Inc. Miscellaneous Commercial ServicesCommercial Services Protiviti, Inc. provides global business consulting and internal auditing. It offers business performance improvement, data management and advanced analytics, digital transformation, forensic, internal audit and financial advisory, managed business services, risk and compliance, technology consulting, and transaction services. The company was founded in May 2002 and is headquartered in Menlo Park, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Portfolio Manager-Equities | |
Blueshift Research LLC
Blueshift Research LLC Investment ManagersFinance Blueshift Research LLC (Blueshift) is a market research and holding firm headquartered in Needham, Massachusetts. The firm was founded by Craig Gordon in 2008. Blueshift provides ethical, quality, and unbiased investment research from independent sources. The firm constantly screens for data on unique and controversial ideas that currently are at the forefront of Wall Street thinking (or are being overlooked), and they keep a list of 25 companies/issues for which they think they can add unique value. This list is constantly being updated and averages five to seven new ideas per month. | Investment Managers | Analyst-Equity | |
The Liberty Company Insurance Brokers LLC
The Liberty Company Insurance Brokers LLC Insurance Brokers/ServicesFinance The Liberty Company Insurance Brokers LLC is a fast-growing insurance brokerage firm that offers a unique platform for entrepreneurial producers and agency leaders to serve clients and create equity. The private company is based in Woodland Hills, CA, and has subsidiaries in the United States. The company is built upon its core values of integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun. Founded in 1987 by Bill Johnson, who has been the CEO since then, the company is licensed to operate in all 50 states. | Insurance Brokers/Services | Chief Operating Officer | |
OTA LLC
OTA LLC Investment Banks/BrokersFinance OTA LLC is a broker/dealer subsidiary of OTA Financial Group LP. The firm is headquartered in Purchase, New York and was founded in 1983. OTA focuses on quantitative proprietary trading, market making, and institutional execution services. They cover a variety of industries including consumer products, cyclicals, healthcare, media, retail/apparel, restaurants, hardline enterprise technology, consumer services, electronics and telecommunications. The firm provides research on emerging markets, industries not widely covered by Wall Street, and derivative ideas. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rady Asset Management LLC
Rady Asset Management LLC Investment ManagersFinance Rady Asset Management LLC is an independent hedge fund manager headquartered in La Jolla, California. The firm was founded by Harry M. Rady in 1995. They provide investment management services to high net worth investors. | Investment Managers | President | |
Lebenthal Wealth Advisors LLC
Lebenthal Wealth Advisors LLC Investment ManagersFinance Lebenthal Wealth Advisors LLC (LWA) is an asset management firm headquartered in New York City. The firm is a subsidiary of Lebenthal Holdings LLC, ultimately held by South Street Securities Holdings, Inc. LWA provides investment advisory services to high-net worth individuals, pensions, profit sharing, and other employee benefit plans (such as state or municipal plans), trusts, estates, charitable organizations and institutions such as foundations and endowments, corporations, and business entities. | Investment Managers | Chief Executive Officer | |
NWK Group, Inc.
NWK Group, Inc. Investment ManagersFinance NWK Group, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Nadim Nahas in 2002. NWK Group provides comprehensive wealth planning, portfolio management, and retirement advisory services to affluent individuals and families, as well as corporate and nonprofit institutions in the greater northern California area. | Investment Managers | Founder | |
The Social+Capital Partnership LLC
The Social+Capital Partnership LLC Investment ManagersFinance The Social+Capital Partnership LLC (Social Capital) is a venture capital firm founded in 2011 by Chamath PalihapitIya, Ted Maidenberg and Mamoon Hamid. The firm is headquartered in Menlo Park, California. | Investment Managers | Director of Finance/CFO | |
Jazz Venture Partners, LLC
Jazz Venture Partners, LLC Investment ManagersFinance Jazz Venture Partners LLC (Jazz Venture Partners) is a venture capital firm founded in 2015 by Adam Gazzaley, Andrew Firlik, John Spinale, and Zack Lynch. The firm is headquartered in San Francisco, California. | Investment Managers | Head-Fixed Income Invts | |
Linse Capital LLC
Linse Capital LLC Investment ManagersFinance Linse Capital LLC (Linse Capital) is a private equity firm founded in 2015 by Michael Linse. The firm is headquartered in San Juan, Puerto Rico. | Investment Managers | Director of Finance/CFO |
Statistieken
Internationaal
Verenigde Staten | 49 |
Sectoraal
Finance | 38 |
Consumer Services | 10 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 88 |
Undergraduate Degree | 26 |
President | 14 |
Director of Finance/CFO | 10 |
Director/Board Member | 9 |
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