Ivan Stephen Sacks
Chief Executive Officer at Kingsley Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Chris Terry | M | 56 |
Hodges Capital Management, Inc.
 Hodges Capital Management, Inc. Investment ManagersFinance Hodges Capital Management, Inc. (Hodges Capital) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Don and Craig Hodges in 1989. They are a wholly-owned subsidiary of Hodges Capital Holdings, Inc., which is owned by Hodges Capital Holdings Voting Trust. Hodges Capital manages assets for institutions, endowments, family offices, and individuals. The firm is also the advisor to various mutual funds. | 22 years |
| Thomas David Kowalczyk | M | - |
B. Riley Wealth Advisors, Inc.
 B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | 7 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Goldie Goldwasser | M | 64 |
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | - |
| Ray Huie | M | - |
Prospera Financial Services, Inc.
 Prospera Financial Services, Inc. Investment ManagersFinance Prospera Financial Services, Inc. (PFS) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1982 and is a subsidiary of Prospera Holdings LLC. PFS provides asset management services through both wrap-fee programs and traditional management programs to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations or other business entities. | 6 years |
| William Lerner | M | 84 |
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | - |
| Wes Shindler | M | - |
Prospera Financial Services, Inc.
Prospera Financial Services, Inc. Investment ManagersFinance Prospera Financial Services, Inc. (PFS) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1982 and is a subsidiary of Prospera Holdings LLC. PFS provides asset management services through both wrap-fee programs and traditional management programs to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations or other business entities. | 12 years |
| Donna Bowling | F | - |
Prospera Financial Services, Inc.
Prospera Financial Services, Inc. Investment ManagersFinance Prospera Financial Services, Inc. (PFS) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1982 and is a subsidiary of Prospera Holdings LLC. PFS provides asset management services through both wrap-fee programs and traditional management programs to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations or other business entities. | 13 years |
| Casey D. Waits | M | - |
Prospera Financial Services, Inc.
Prospera Financial Services, Inc. Investment ManagersFinance Prospera Financial Services, Inc. (PFS) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1982 and is a subsidiary of Prospera Holdings LLC. PFS provides asset management services through both wrap-fee programs and traditional management programs to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations or other business entities. | 14 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 8 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ivan Stephen Sacks
- Personal Network
