Network origin in Joel Havard first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
BB&T Securities LLC (Broker)
 BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.
79
| Operating Division | Investment Banks/Brokers | 79 |
J.J.B. Hilliard, W.L. Lyons LLC
 J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company.
16
| Extinct | Investment Banks/Brokers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joel Havard via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Avondale Partners LLC
 Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Institutional Sales | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Virginia Commonwealth University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Director/Board Member | |
Davenport & Co. LLC (Broker)
 Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Seaport Global Securities LLC
 Seaport Global Securities LLC Investment Banks/BrokersFinance Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| HATTERAS FINANCIAL CORP. | Real Estate Investment Trusts | President Chief Investment Officer | |
ACM Financial Trust, Inc.
 ACM Financial Trust, Inc. Real Estate Investment TrustsFinance ACM Financial Trust, Inc. operates a mortgage finance REIT. It specializes in government guaranteed residential adjustable-rate mortgage backed security management. The company was founded by William H. Gibbs Jr, Michael R. Hough, and Benjamin M. Hough in 1998 is headquartered in Winston-Salem, NC. | Real Estate Investment Trusts | Founder Founder | |
| East Tennessee State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
The Vertical Trading Group LLC
 The Vertical Trading Group LLC Investment Banks/BrokersFinance Founded in 2005, The Vertical Trading Group LLC (Member FINRA) is a registered broker/dealer located in New York City. The firm is a subsidiary of RAS Holdings LLC. Their institutional equities trading desk provides their clients with timely information and high-quality execution. They make markets in approximately 2000 securities and handle securities on all major exchanges, crossing networks and electronic trading platforms. Vertical's agency-only trading desk leverages the firm's advanced multi-asset electronic trading suite to help clients identify and capitalize on event-driven trading opportunities. They seek to help assess and capitalize on the mispricings of securities triggered by anticipated major corporate events and catalysts that arise as a result of corporate restructurings, recapitalizations, mergers and acquisitions, relative value disparities/stub trades, finance trades (synthetic stock loans) and index revisions. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Public Communications Contact Analyst-Equity | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
| Virginia Polytechnic Institute & State University | College/University | Masters Business Admin Masters Business Admin | |
| Southern Illinois University | College/University | Masters Business Admin Undergraduate Degree | |
| CHINA FINANCE ONLINE CO. LIMITED | Internet Software/Services | Director/Board Member Chief Executive Officer | |
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 | Analyst-Equity Analyst-Equity | |
| University of Louisville | College/University | Undergraduate Degree Graduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree |
Statistics
International
| United States | 48 |
| China | 2 |
Sectoral
| Finance | 30 |
| Consumer Services | 18 |
| Technology Services | 3 |
Operational
| Analyst-Equity | 185 |
| Corporate Officer/Principal | 132 |
| Undergraduate Degree | 73 |
| Masters Business Admin | 34 |
| Director/Board Member | 34 |
Most connected contacts
| Insiders | |
|---|---|
| Zheng Chen | 17 |
| Alan Welch | 16 |
| Christopher M. Grandpre | 13 |
| Frank Mitsch | 13 |
| Steven Firestone | 13 |
| Craig Kucera | 10 |
| Benjamin Hough | 10 |
| William Wallace | 9 |
| Thomas Stephen Albrecht | 9 |
| Holden Lewis | 9 |
| Trey Snow | 9 |
| William W. MacColl | 9 |
| David Folsom | 9 |
| Thomas M. Meagher | 8 |
| Dianna P. Wengler | 8 |
- Stock Market
- Insiders
- Joel Havard
- Company connections
