Dave Morton
Fondatore presso AdvisorGuide LLC
Provenienza dei contatti di primo grado di Dave Morton
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Florida
146
| College/University | Other Consumer Services | 146 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.
115
| Private Company | Miscellaneous Commercial Services | 115 |
Foxhall Capital Management, Inc.
 Foxhall Capital Management, Inc. Investment ManagersFinance Foxhall Capital Management, Inc. (FCM) is a SEC-registered investment advisor headquartered in Middleburg, Virginia. The firm was founded in 1986 and formerly known as Nye, Parnell & Emerson Capital Management, Inc. They are owned by Eton Court Asset Management Ltd. FCM manages investments for individuals, mutual funds and private institutions throughout the US.
9
| Extinct | Investment Managers | 9 |
Global View Capital Management LLC
 Global View Capital Management LLC Investment ManagersFinance Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses.
2
| Subsidiary | Investment Managers | 2 |
AdvisorGuide LLC
 AdvisorGuide LLC Investment ManagersFinance AdvisorGuide LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded in 1999 by David Hudson Morton.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dave Morton tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| National Association of Personal Financial Advisors | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
TrustCore LLC
 TrustCore LLC Investment ManagersFinance TrustCore Financial, Inc. provides financial services. It offers financial planning, wealth management, stock options, and risk management services. The company was founded by Darryl L. Edmonds in 1984 and is headquartered in Brentwood, TN. | Investment Managers | Director/Board Member Founder Corporate Officer/Principal | |
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Florida Justice Association
 Florida Justice Association Miscellaneous Commercial ServicesCommercial Services Florida Justice Association operates a justice association. The non-profit company is based in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
The Florida Bar
 The Florida Bar Miscellaneous Commercial ServicesCommercial Services The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
| Golden Gate University | College/University | Graduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Founder Portfolio Manager-Equities | |
Association for Corporate Growth, Inc.
 Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Arizona State University | College/University | Undergraduate Degree Masters Business Admin | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
American Heart Association, Inc.
 American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Foundation for Financial Planning | Corporate Officer/Principal Director/Board Member | ||
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| Charter Mortgage Co. (New Mexico) | Corporate Officer/Principal | ||
ITR Capital Management LLC
 ITR Capital Management LLC Investment ManagersFinance ITR Capital Management LLC provides investment advice. | Investment Managers | President | |
| British-American Business Council | Corporate Officer/Principal | ||
| Greene Capital Partners LLC | Director/Board Member | ||
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Fixed Income | |
| Sh Strategic Advisors Ltd. | Director/Board Member | ||
| Rhombus Connexion Sdn. Bhd. | Director/Board Member | ||
| Global Network of Director Institutes | Director/Board Member | ||
| AUDIENCE ANALYTICS LIMITED | Miscellaneous Commercial Services | Director/Board Member | |
| Sheraton Imperial Kuala Lumpur | Human Resources Officer | ||
| Naluri Setara Sdn. Bhd. | Director/Board Member | ||
| Chartered Secretaries & Administrators of Great Britain | Corporate Officer/Principal | ||
| Financial Planning Association of Malaysia | Director/Board Member | ||
| Acca Malaysia Sdn. Bhd. | President | ||
| Malaysian Institute of Corporate Governance | Director/Board Member | ||
| AIIRIS (Malaysia) Sdn. Bhd. | Director/Board Member | ||
| SILA REALTY TRUST, INC. | Real Estate Investment Trusts | Director/Board Member | |
| Florida Department of Environmental Protection (United States) | General Government | Chief Operating Officer | |
| Bella Collina Community Development District | Chairman | ||
Professional Association of Customer Engagement
 Professional Association of Customer Engagement Miscellaneous Commercial ServicesCommercial Services Professional Association of Customer Engagement provides omni-channel customer engagement solutions for marketing, customer service, and compliance. It offers programs and trainings to its members through partnerships, advocacy, compliance, and education. The company was founded in 2003 and is headquartered in Avon, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Financial Services Institute, Inc. | Corporate Officer/Principal | ||
Paxen LLC
 Paxen LLC Publishing: Books/MagazinesConsumer Services Paxen LLC provides outcome-based educational programs. It specializes in developing and delivering training programs that build academic, life, and employability skills for at-risk youth and out-of-work adults. The company was founded in 1984 and is headquartered in Melbourne, FL. | Publishing: Books/Magazines | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 38 |
| Malesia | 9 |
| Hong Kong | 3 |
| Singapore | 2 |
| Regno Unito | 2 |
Settori
| Commercial Services | 13 |
| Finance | 12 |
| Consumer Services | 7 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 280 |
| Director/Board Member | 163 |
| Undergraduate Degree | 71 |
| President | 56 |
| Founder | 37 |
Contatti più connessi
| Insiders | |
|---|---|
| Wan Siew Chan | 34 |
| Randall Greene | 26 |
| Brian S. Hamburger | 22 |
| Robert Parks | 21 |
| John Morgan | 18 |
| Michael Ryan | 17 |
| Leo Fred Wells | 16 |
| Terri Kallsen | 14 |
| Timothy W. Crawford | 14 |
| Dirk Jungé | 13 |
| Andrew T. Gilinsky | 12 |
| Don Linzer | 12 |
| Roger C. Ochs | 12 |
| Beth Patterson | 12 |
| Mary Kathleen Sulick | 12 |
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