Rosilyn Overton
Portfolio Manager-Aktien bei Level Four Advisory Services LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jake Tomes | M | 50 |
Level Four Advisory Services LLC
 Level Four Advisory Services LLC Investment ManagersFinance Level Four Advisory Services LLC (LFAS) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2005 and do-business-as Level Four Wealth Management. They are wholly-owned by Level Four Group LLC and their ultimate parent is Carr, Riggs & Ingram LLC. LFAS provides investment advisory services to individuals, pension and profit-sharing plans, trusts and estates, and corporations and other business entities. | 19 Jahre |
| Don Brown | M | - |
Mid-Atlantic Securities, Inc.
 Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | 27 Jahre |
| Deborah Moore | M | - |
Capella University LLC
| 19 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jimmy Glover | M | - |
Mid-Atlantic Securities, Inc.
Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | 35 Jahre |
| John Nash | M | - |
Mid-Atlantic Securities, Inc.
Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | 36 Jahre |
| Devin D. Andres | M | 48 |
Capella University LLC
| 5 Jahre |
| Joel Fulton | M | - |
Capella University LLC
| 11 Jahre |
| Andrew Cheatle | M | 60 |
Capella University LLC
| 2 Jahre |
| Rob Adams | M | - |
Capella University LLC
| 3 Jahre |
| Alissa Abdullah | M | 50 |
Capella University LLC
| 3 Jahre |
| Todd Cranston-Ceubas | M | - |
Capella University LLC
| 1 Jahre |
| William Cannon | M | - |
Wright State University (Ohio)
| 4 Jahre |
| Lester Green | M | - |
Capella University LLC
| 4 Jahre |
| Amy Savage-Austin | M | 54 |
Capella University LLC
| 3 Jahre |
| Christopher Cassirer | M | 59 |
Capella University LLC
| 7 Jahre |
| Maureen Ennor | F | - |
Capella University LLC
| 4 Jahre |
| Frank Harris | M | 82 |
Wright State University (Ohio)
| 13 Jahre |
| Jack Zaleski | M | - |
Mid-Atlantic Securities, Inc.
Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | 26 Jahre |
| Blanchard Irving Granville | M | - |
Mid-Atlantic Securities, Inc.
Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | 23 Jahre |
| Thomas Jackson | M | 50 |
Capella University LLC
| 3 Jahre |
| Joseph E. Gonnella | M | 77 |
Wright State University (Ohio)
| 4 Jahre |
| Nancy E. Polis | F | - |
Wright State University (Ohio)
| 4 Jahre |
| Robert Kirchner | M | - |
Wright State University (Ohio)
| 4 Jahre |
| Carl T. Stocker | M | 80 |
Wright State University (Ohio)
| 4 Jahre |
| Tyson Kopczynski | M | - |
Capella University LLC
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 25 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Rosilyn Overton
- Persönliches Netzwerk