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Provenienza dei contatti di primo grado di David James Kubik
Entità | Tipo di entità | Settore Industriale | |
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Transform Wealth LLC
![]() Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David James Kubik tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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American Century Mutual Funds, Inc. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
First Affirmative Financial Network LLC
![]() First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Investment Managers | Corporate Officer/Principal | |
Miami University | College/University | Undergraduate Degree | |
Regis University | College/University | Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
Utah State University | College/University | Undergraduate Degree | |
University of Oklahoma | College/University | Undergraduate Degree | |
University of Denver | College/University | Graduate Degree | |
GVC Capital LLC
![]() GVC Capital LLC Regional BanksFinance Founded in 1995 by Steven Bathgate, GVC Capital LLC, formerly Bathgate Capital Partners LLC, is an investment banking firm and broker/dealer located Greenwood Village, Colorado. The firm focuses primarily on providing comprehensive investment banking services to underexposed and undervalued micro-cap companies. GVC Capital's brokerage services include retail investment sales, institutional equity and fixed-income securities. The firm is a member of FINRA and the SIPC. GVC Capital seeks to provide their retail clients with greater exposure to institutional investors as efficient means to raising capital in the form of institutional private placement financings and a variety of other investment products including municipal bonds, government securities, mutual funds, annuities, options and equities. The firm also offers accredited investors periodic opportunities to participate in private placements (Regulation D) and IPOs for select emerging growth companies. GVC Capital's accounts are maintained and cleared by First Southwest Company. The firm's fixed-income group seeks to provide their clients with best execution. They provide independent advisory services and research focusing on a diverse universe of fixed-income securities including corporate, government and municipal bonds, convertible and mortgage-backed securities and preferred stocks. GVC Capital's equity trading group focuses on efficient trade execution of micro-cap companies and identifying and creating liquidity in illiquid markets. | Regional Banks | Corporate Officer/Principal | |
Liberty University | College/University | Undergraduate Degree | |
Weatherstone Capital Management, Inc.
![]() Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
The College of Financial Planning Institutes Corp. | College/University | Undergraduate Degree | |
Daniels College of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 19 |
Settori
Consumer Services | 11 |
Finance | 8 |
Miscellaneous | 2 |
Posizioni
Portfolio Manager-Equities | 7 |
Corporate Officer/Principal | 7 |
Undergraduate Degree | 7 |
Analyst-Equity | 2 |
Masters Business Admin | 2 |
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