Theodore Everett Charles
Chief Executive Officer at Essex Securities LLC
Network origin in Theodore Everett Charles first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
124
| Private Company | Miscellaneous Commercial Services | 124 |
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.
30
| Non-Profit Organization | Investment Banks/Brokers | 30 |
| Extinct | Financial Conglomerates | 11 | |
Investors Capital Corp.
 Investors Capital Corp. Investment Banks/BrokersFinance Founded in 1992, Investors Capital Corp. is an independent SEC-registered broker/dealer headquartered in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. They provide a full array of trading and execution services for their clients. The firm does not provide any internal research. Investors Capital Corp. is a member FINRA, NASD and SIPC.
8
| Extinct | Investment Banks/Brokers | 8 |
Eastern Point Advisors, Inc.
 Eastern Point Advisors, Inc. Investment ManagersFinance Eastern Point Advisors, Inc. is a registered investment advisor based in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd.
5
| Extinct | Investment Managers | 5 |
Easter Seals Massachusetts
2
| Non-Profit Organization | 2 | |
The National Association of Life Cos.
1
| Non-Profit Organization | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Theodore Everett Charles via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLIE'S HOLDINGS, INC. | Industrial Conglomerates | Director/Board Member | |
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 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 | |
American Arbitration Association, Inc.
 American Arbitration Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Arbitration Association provides conflict management and dispute resolution services. It provides a forum for the hearing of disputes, rules, and procedures, and a roster of impartial experts to resolve cases. In addition to dispute resolution services, the American Arbitration Association offers training and helps develop arbitration and mediation systems. It maintains offices in the U.S. and one in Ireland; in addition, it works with arbitration groups located in other countries. It was founded in 1926 and is located in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| 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 | |
| Golden Gate University | College/University | Graduate Degree Masters Business Admin | |
| Texas Tech University | College/University | Undergraduate Degree Graduate 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 Undergraduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree 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 | |
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 | |
| US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
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 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 | |
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 | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Investment Program Association | Director/Board Member President | ||
U.S. Supreme Court Bar Association
 U.S. Supreme Court Bar Association Miscellaneous Commercial ServicesCommercial Services The U.S. Supreme Court Bar Association is a professional association. The private company is based in Washington. | Miscellaneous Commercial Services | 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 | |
| Charter Mortgage Co. (New Mexico) | Corporate Officer/Principal | ||
| Malaysian Institute of Corporate Governance | Director/Board Member | ||
Federation of Malaysian Manufacturers
 Federation of Malaysian Manufacturers Miscellaneous Commercial ServicesCommercial Services Federation of Malaysian Manufacturers is the voice of the Malaysian manufacturing industry. The private company is based in Kuala Lumpur, Malaysia, and has subsidiaries in Malaysia. The company serves as a key focal point for those seeking links with Malaysian manufacturers for investment, trade, and services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| National Association of Personal Financial Advisors | Corporate Officer/Principal Corporate Officer/Principal | ||
| Acca Malaysia Sdn. Bhd. | President | ||
| Chartered Secretaries & Administrators of Great Britain | Corporate Officer/Principal | ||
| Financial Services Institute, Inc. | Director/Board Member Corporate Officer/Principal | ||
ITR Capital Management LLC
 ITR Capital Management LLC Investment ManagersFinance ITR Capital Management LLC provides investment advice. | Investment Managers | President | |
| Sheraton Imperial Kuala Lumpur | Human Resources Officer | ||
| Naluri Setara Sdn. Bhd. | Director/Board Member | ||
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| AUDIENCE ANALYTICS LIMITED | Miscellaneous Commercial Services | Director/Board Member | |
| Global Network of Director Institutes | Director/Board Member | ||
| Financial Planning Association of Malaysia | Director/Board Member | ||
| Sh Strategic Advisors Ltd. | Director/Board Member | ||
| Rhombus Connexion Sdn. Bhd. | Director/Board Member | ||
| AIIRIS (Malaysia) Sdn. Bhd. | Director/Board Member |
Statistics
International
| United States | 38 |
| Malaysia | 10 |
| United Kingdom | 2 |
| Singapore | 2 |
| Hong Kong | 2 |
Sectoral
| Commercial Services | 16 |
| Consumer Services | 11 |
| Finance | 7 |
| Producer Manufacturing | 2 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 319 |
| Director/Board Member | 176 |
| President | 72 |
| Undergraduate Degree | 72 |
| Chief Executive Officer | 43 |
Most connected contacts
| Insiders | |
|---|---|
| Wan Siew Chan | 34 |
| Randall Greene | 26 |
| John S. Graham | 24 |
| Brian S. Hamburger | 22 |
| William Rue | 22 |
| Michael Ryan | 17 |
| Leo Fred Wells | 16 |
| Thomas J. Bonasera | 16 |
| Timothy W. Crawford | 14 |
| Anthony DiGiandomenico | 14 |
| Terri Kallsen | 14 |
| Kimberly A. Springsteen-Abbott | 13 |
| R. Day | 13 |
| Dirk Jungé | 13 |
| Roger C. Ochs | 12 |
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