Richard Scott Rawlins
Presidente presso H.D. Vest, Inc.
Provenienza dei contatti di primo grado di Richard Scott Rawlins
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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 |
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.
17
| Subsidiary | Financial Conglomerates | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Richard Scott Rawlins tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| AVANTAX, INC. | Packaged Software | Corporate Officer/Principal Chief Operating Officer | |
| Avantax Investment Services, Inc. | Compliance Officer President | ||
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 | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Masters Business Admin | |
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 | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
Parthenon Capital LLC
 Parthenon Capital LLC Investment ManagersFinance Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California. | Investment Managers | Chief Executive Officer Private Equity Investor Private Equity Investor | |
| Eckerd College | College/University | Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
| Golden Gate University | College/University | Graduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
| University of Florida | College/University | Graduate Degree Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Corporate Officer/Principal | |
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 | |
Coastal Credit LLC
 Coastal Credit LLC Finance/Rental/LeasingFinance Coastal Credit LLC provides automobile financing services. It specializes in purchasing contracts from new and used automobile dealerships. Its customers primarily include the secondary used car market. The company was founded in 1984 by William McKnight and is headquartered in Virginia Beach, VA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
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 Corporate Officer/Principal | |
| Florida Department of Environmental Protection (United States) | General Government | Chief Operating Officer | |
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 Corporate Officer/Principal | |
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 | |
| Foundation for Financial Planning | Corporate Officer/Principal Director/Board Member | ||
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 | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
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 Corporate Officer/Principal | |
Special Olympics Georgia, Inc.
 Special Olympics Georgia, Inc. Miscellaneous Commercial ServicesCommercial Services Special Olympics Georgia, Inc. provides year-round sports training and athletic competition for over 26,000 children and adults with intellectual disabilities. The non-profit company is based in Atlanta, GA. The organization offers a variety of Olympic-type sports to help individuals develop physical fitness, courage, and experience joy. The company also provides opportunities for participants to share their gifts, skills, and friendships with their families, other Special Olympics athletes, and the community. The CEO of the company is Georgia Milton-Sheats. | Miscellaneous Commercial Services | Director/Board Member | |
Millennium Trust Co. LLC
 Millennium Trust Co. LLC Investment ManagersFinance Millennium Trust Co. LLC engages in the provision of alternative custody solutions to institutions, advisors, and individuals. It offers rollover and self-directed individual retirement account, and retirement and custody services. The company was founded in 2000 and is headquartered in Oak Brook, IL. | Investment Managers | Director/Board Member Director/Board Member | |
| Charter Mortgage Co. (New Mexico) | Corporate Officer/Principal | ||
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| National Association of Personal Financial Advisors | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| LOANDEPOT, INC. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
loanDepot.com LLC
 loanDepot.com LLC Finance/Rental/LeasingFinance loanDepot.com LLC provides mortgage and non-mortgage lending products. It engages in retail, consumer direct, wholesale, personal loan, affinity and servicing operations. The firm offers fixed rate, adjustable rate, jumbo, federal housing administration and veterans administration loans. It also provides information regarding home purchase process and refinancing. The company was founded by Anthony Hsieh in January 2010 and is headquartered in Foothill Ranch, CA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
Institutional Cash Distributors LLC
 Institutional Cash Distributors LLC Investment Banks/BrokersFinance Institutional Cash Distributors LLC operates as an institutional trading and investment risk management company. The firm?s investment products include money market funds, short duration bond funds, federally insurance cash account, commercial paper, separate accounts, tradeweb market products. The company was founded by Jeffrey C. Jellison, Thomas P. Newton and Edwin P. Baldry in 2003 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
EdgeCo Holdings LP
 EdgeCo Holdings LP Information Technology ServicesTechnology Services Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider. | Information Technology Services | Director/Board Member Director/Board Member | |
Relation Insurance, Inc.
 Relation Insurance, Inc. Insurance Brokers/ServicesFinance Relation Insurance, Inc. engages in the provision of insurance brokerage services. It offers employee benefits, property and casualty, retirement consulting, personal lines, and education solutions. The company was founded in 2007 and is headquartered in Walnut Creek, CA. | Insurance Brokers/Services | Director/Board Member Corporate Officer/Principal | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Greene, Inc.
 Greene, Inc. Miscellaneous Commercial ServicesCommercial Services Greene, Inc. operates as a not-for-profit organization specializes in fostering the skills, talent, and enthusiasm of individuals with life challenges. It offers secure document destruction and commercial laundry services. The company was founded in 1971 and is headquartered in Xenia, OH. | Miscellaneous Commercial Services | President | |
| Greene Capital Partners LLC | Director/Board Member | ||
| British-American Business Council | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Hong Kong | 2 |
Settori
| Finance | 16 |
| Consumer Services | 13 |
| Commercial Services | 10 |
| Technology Services | 3 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 301 |
| Director/Board Member | 181 |
| Undergraduate Degree | 72 |
| President | 62 |
| Chief Executive Officer | 37 |
Contatti più connessi
| Insiders | |
|---|---|
| Brian Golson | 34 |
| Wan Siew Chan | 34 |
| Randall Greene | 26 |
| Brian S. Hamburger | 22 |
| Robert Parks | 21 |
| Andrew Dodson | 20 |
| Michael Ryan | 17 |
| Leo Fred Wells | 16 |
| Timothy W. Crawford | 14 |
| Terri Kallsen | 14 |
| Dirk Jungé | 13 |
| Todd Mackay | 13 |
| Roger C. Ochs | 12 |
| Andrew T. Gilinsky | 12 |
| Don Linzer | 12 |
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