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Network origin in Dave Holtz first degree
Entity | Entity type | Industry | |
---|---|---|---|
NEXT Financial Group, Inc.
![]() NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.
8
| Subsidiary | Investment Managers | 8 |
NEXT Financial Holdings, Inc.
![]() NEXT Financial Holdings, Inc. Investment ManagersFinance NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX.
3
| Subsidiary | Investment Managers | 3 |
4WARD Financial Marketing, Inc.
2
| Private Company | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dave Holtz via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
NL INDUSTRIES, INC. | Metal Fabrication | Comptroller/Controller/Auditor | |
OMNICARE, INC. | Drugstore Chains | Corporate Officer/Principal | |
PHI, INC. | Oilfield Services/Equipment | Director of Finance/CFO | |
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Sales & Marketing | |
OMNI Energy Services Corp.
![]() OMNI Energy Services Corp. Contract DrillingIndustrial Services OMNI Energy Services Corp. provides oilfield services. It operates various operating segments that includes equipment leasing, drilling and completion fluids, environmental services, transportation and disposal, and seismic drilling. The company was founded on September 12, 1997 and is headquartered in Carencro, LA. | Contract Drilling | Director of Finance/CFO | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Ironwood Financial LLC
![]() Ironwood Financial LLC Investment ManagersFinance Ironwood Financial LLC is a financial planning and advisory company. The private company is based in Tucson, AZ. The company has a team of Certified Financial Planners and Advisors who provide direction and clarity for their clients' future. Ironwood Financial was founded in 2009 by Rydan Durant Case, Cean Nicholas Kenefick-Rogers, Alexander David Marek. | Investment Managers | Founder Founder Portfolio Manager-Equities Founder | |
Securian Financial Services, Inc.
![]() Securian Financial Services, Inc. Investment ManagersFinance Securian Financial Services, Inc. engages in the provision of securities and investment advisory services. The company was founded on March 27, 1984 and is headquartered in Roseville, MN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Minnesota Life Insurance Co.
![]() Minnesota Life Insurance Co. Multi-Line InsuranceFinance Minnesota Life Insurance Co. engages in provision of health and life insurance services. It offers financial security for individuals and businesses in the form of insurance, pensions and investments. It also offers financial, retirement, group insurance and asset management services. The company is founded in 1880 and is headquartered in St. Paul, Minnesota. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
Michigan State University | College/University | Undergraduate Degree | |
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. | Miscellaneous Commercial Services | 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 | |
Arizona State University | College/University | Undergraduate Degree | |
Blue Cross & Blue Shield of Kansas City
![]() Blue Cross & Blue Shield of Kansas City Multi-Line InsuranceFinance Blue Cross & Blue Shield of Kansas City provides health insurance products and related services. The company's services include individual & family plans, group health insurance plans, and prescription drug list. It offers its services in Kansas and Northwest Missouri. The company was founded in 1983 and is headquartered in Kansas City, MO. | Multi-Line Insurance | Corporate Officer/Principal | |
Carleton College | College/University | Undergraduate Degree | |
Financial Services Institute, Inc. | Corporate Officer/Principal | ||
Jackson Hewitt Tax Service, Inc.
![]() Jackson Hewitt Tax Service, Inc. Other Consumer ServicesConsumer Services Jackson Hewitt Tax Service, Inc. engages in the provision of professional tax preparation services. It offers solutions to manage customer taxes and tax refunds. The company was founded by Anthony P. Nuzzo in 1992 and is headquartered in Jersey City, NJ. | Other Consumer Services | Director/Board Member | |
Iona College | College/University | Masters Business Admin | |
Coopers & Lybrand Consulting, Inc. | Corporate Officer/Principal | ||
M&I Electric Industries, Inc.
![]() M&I Electric Industries, Inc. Electronic Equipment/InstrumentsElectronic Technology M&I Electric Industries, Inc. provides switchgear, drives and other electrical products and services primarily to the energy industry. The firm serves in the area of oil and gas, power generation and distribution, marine and industries. The company is headquartered in Houston, TX. | Electronic Equipment/Instruments | Director of Finance/CFO | |
eCardio Diagnostics LLC
![]() eCardio Diagnostics LLC Electronic Equipment/InstrumentsElectronic Technology eCardio Diagnostics LLC provides remote cardiac monitoring products and services. It also provides an array of cardiac monitoring solutions designed to optimize patient care, increase patient compliance and decrease the time required to diagnose an arrhythmia. The firm offers cardiac event monitors, mobile cardiac telemetry. The company was founded in 2004 by Larry Wayne Lawson and is headquartered in Houston, TX. | Electronic Equipment/Instruments | President | |
State University of New York at Buffalo | College/University | Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
Preventice Solutions, Inc.
![]() Preventice Solutions, Inc. Internet Software/ServicesTechnology Services Preventice Solutions, Inc. develops mobile health applications. It integrates technology from industries in health care, pharmaceuticals, medical device companies and mobile phone technology in an open, secure cloud-computing framework. The firm also offers HealthClips Rx, an interactive patient education platform that feeds data about patient compliance and post-surgical complications back into the clinical system. The company was founded in 2007 by Scott Burrichter, Dan Spors, Jonathan P. Otterstatter and Greg Wobig and is headquartered in Houston, TX. | Internet Software/Services | Chief Operating Officer | |
ECM Biosurgery, Inc.
![]() ECM Biosurgery, Inc. Packaged SoftwareTechnology Services ECM Biosurgery, Inc. develops a proprietary technology platform for bio surgery products. The private company is based in Houston, TX. The CEO of the company is David J. McQuillan. | Packaged Software | Director/Board Member | |
Stetson University | College/University | Undergraduate Degree | |
FRANCHISE GROUP, INC. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 30 |
United Kingdom | 2 |
Sectoral
Consumer Services | 10 |
Finance | 8 |
Commercial Services | 4 |
Electronic Technology | 4 |
Industrial Services | 3 |
Operational
Corporate Officer/Principal | 24 |
Director/Board Member | 11 |
Founder | 9 |
Undergraduate Degree | 8 |
Director of Finance/CFO | 6 |
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