Rick Alphonso
Vorstandsvorsitzender bei The Financial Advisory Group LLC
Ursprung des Netzwerks ersten Grades von Rick Alphonso
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
American Association of Attorney-Certified Public Accountants
 American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA.
66
| Private Company | 66 | |
The Financial Advisory Group LLC
 The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations.
7
| Subsidiary | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Rick Alphonso
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | |
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 Corporate Officer/Principal | |
| Louisiana State University | College/University | Undergraduate Degree Graduate Degree | |
| University of Florida | College/University | Undergraduate Degree Graduate Degree | |
| Boston University School of Law | College/University | Graduate Degree Graduate Degree | |
| American Academy of Hospital Attorneys | Corporate Officer/Principal | ||
| Virginia Society of Certified Public Accountants | Corporate Officer/Principal | ||
| The Virginia Bar Association | Corporate Officer/Principal | ||
| Cape Henry Collegiate School, Inc. | Chairman | ||
| Virginia Beach Foundation | Chairman | ||
Virginia Aquarium & Marine Science Center Foundation, Inc.
 Virginia Aquarium & Marine Science Center Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Virginia Aquarium & Marine Science Center Foundation, Inc. procures and maintains the Aquarium's collections. The company was founded in 1981 and is headquartered in Virginia Beach, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Tidewater Healthcare Shared Services Group, Inc.
 The Tidewater Healthcare Shared Services Group, Inc. Medical/Nursing ServicesHealth Services Part of Roper Technologies, Inc., The Tidewater Healthcare Shared Services Group, Inc. provides health and allied services not elsewhere classified. The company is based in Baltimore, MD. | Medical/Nursing Services | General Counsel | |
| Eastern Virginia Medical School | College/University | Director/Board Member | |
Hampton Roads Community Foundation
 Hampton Roads Community Foundation Investment Trusts/Mutual FundsMiscellaneous Hampton Roads Community Foundation manages and invests charitable funds for individuals, families, businesses and other nonprofit organizations. The company was founded on January 1, 2010 and is headquartered in Norfolk, VA. | Investment Trusts/Mutual Funds | Director/Board Member | |
| MINERALS TECHNOLOGIES INC. | Chemicals: Specialty | Director/Board Member | |
| LAZARD, INC. | Investment Banks/Brokers | President | |
Lazard Group LLC
 Lazard Group LLC Investment ManagersFinance Lazard Group LLC provides financial advisory, asset management, and other financial services. The firm offers services related to mergers and acquisitions, strategic advisory, middle market advisory, capital markets and capital structure advisory, sovereign advisory, restructuring, and private fund advisory. The company was founded in 1840 and is headquartered in New York, NY. | Investment Managers | President | |
| The College of William & Mary | College/University | Director/Board Member | |
FCA Corp.
 FCA Corp. Investment ManagersFinance FCA Corp. is a registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Robert W. Scharar in 1975 and is wholly owned by First Commonwealth Holding Corp. FCA provides portfolio management, financial planning and consulting services to individuals, managed entities and open-ended mutual funds. | Investment Managers | Chief Executive Officer | |
Williams Mullen PC
 Williams Mullen PC Miscellaneous Commercial ServicesCommercial Services Williams Mullen PC provides legal services. It works frequently with clients to develop custom alternative fee arrangements, and are happy to have that discussion with the clients. The company also provides legal services to regional, national, and international clients in practice areas. The firm has offices in North Carolina, Virginia, Washington, D.C., and London. The company was founded in 1909 by Lewis C. Williams and James Mullen and is headquartered in Virginia Beach, VA. | Miscellaneous Commercial Services | Director/Board Member | |
The Michigan Humane Society
 The Michigan Humane Society Miscellaneous Commercial ServicesCommercial Services The Michigan Humane Society provides animal welfare and sheltering services to the metropolitan Detroit area. The company was founded in 1877 and is headquartered in Bingham Farms, MI. | Miscellaneous Commercial Services | Director/Board Member | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree | |
| MEADOWBROOK INSURANCE GROUP, INC. | Insurance Brokers/Services | Director/Board Member | |
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 | |
| California Society of Certified Public Accountants | Corporate Officer/Principal | ||
| Irvine Barclay Theatre | Director/Board Member | ||
Irvine Chamber of Commerce
 Irvine Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Irvine Chamber of Commerce is based in Irvine, CA. Irvine is known for its award-winning, globally inspired cuisine, eclectic entertainment venues, and diverse shopping options. The non-profit company offers a full range of guest accommodations and more than 190,000 square feet of indoor and outdoor meeting and event space. The company also provides assistance with planning events. The city is an oasis for food connoisseurs seeking authentic cuisine, with a selection of restaurants that will please even the most discerning of palates. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Discovery Science Center of Orange County | Director/Board Member | ||
| Orange County Estate Planning Council | Corporate Officer/Principal | ||
| Orange County Bar Association | Corporate Officer/Principal | ||
| State Bar of Florida | Corporate Officer/Principal | ||
The State Bar of California
 The State Bar of California Miscellaneous Commercial ServicesCommercial Services The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Jewish Vocational Service & Community Workshop
 Jewish Vocational Service & Community Workshop Personnel ServicesCommercial Services Jewish Vocational Service & Community Workshop provides vocational services. The private company is based in Southfield, MI. The company was founded in 1941. Paul Blatt has been the CEO of the company since 2008. | Personnel Services | Director/Board Member | |
Plunkett Cooney, PC
 Plunkett Cooney, PC Miscellaneous Commercial ServicesCommercial Services Plunkett & Cooney PC provides transactional and litigation services. It offers administrative and regulatory law, appellate law, banking and financial service litigation, civil rights, construction law, environmental law, franchise law, healthcare law, immigration law, intellectual property, labor and employment law, real estate law, tax law, and telecommunication law. The company was founded in 1913 and is headquartered in Bloomfield Hills, MI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| US Securities & Exchange Commission | Investment Banks/Brokers | Comptroller/Controller/Auditor | |
| PALESTINE DEVELOPMENT & INVESTMENT CO. | Financial Conglomerates | Director/Board Member | |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal | ||
Oklahoma Society of Certified Public Accountants
 Oklahoma Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Oklahoma Society of Certified Public Accountants was founded in 1918 and provides auditing and accounting services. The private company is based in Oklahoma City, OK. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The District of Columbia Bar
 The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
State Bar of Georgia
 State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services The State Bar of Georgia is an organization that provides resources and support for lawyers in the state of Georgia. The organization is based in Atlanta, GA and offers programs such as committees, sections, and a lawyer assistance program. The private company's website offers a variety of services, including a member directory, legal aid resources, and virtual law museum. Additionally, they offer a comprehensive law library called Fastcase, which is a free member benefit for lawyers. The State Bar of Georgia also recommends Member Benefits, Inc. as a broker for members' health, dental, and vision insurance, as well as other approved products. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| George Mason University | College/University | Undergraduate Degree | |
| University of Oklahoma | College/University | Graduate Degree | |
Andersen Tax LLC
 Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Investment Managers | Corporate Officer/Principal | |
| SCHLUMBERGER LIMITED | Contract Drilling | Corporate Officer/Principal | |
| Rice University | College/University | Masters Business Admin | |
| The University of Texas at Austin | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 49 |
| Bermuda | 2 |
| Palästina, besetztes Gebiet | 2 |
Sektoral
| Commercial Services | 15 |
| Consumer Services | 11 |
| Finance | 9 |
| Health Services | 2 |
| Miscellaneous | 2 |
Operativ
| Director/Board Member | 104 |
| Corporate Officer/Principal | 61 |
| President | 15 |
| Undergraduate Degree | 15 |
| Graduate Degree | 15 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Richard M. Jones | 30 |
| Robert Scharar | 23 |
| Gerald L. Larsen | 17 |
| Thomas R. Frantz | 14 |
| David H. Bjornson | 14 |
| Vic Devlaeminck | 10 |
| Omar Akram Omran Al-Bitar | 9 |
| Aaron Hawthorne | 8 |
| E. Martin Davidoff | 8 |
| Bruce E. Thal | 7 |
| Steven J. Golub | 7 |
| Patrick J. Alandt | 5 |
| David Jenkins | 3 |
| Barbara Yopp | 2 |
| Steven Rife | 2 |
- Börse
- Insiders
- Rick Alphonso
- Unternehmensverbindungen
