Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Brian Andrew Johnson | M | - |
Appropriate Balance Financial Services, Inc.
 Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Randall C. Buck | M | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Bruce Martin Yates | M | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | 34 years |
| Kang Fang | M | 80 |
North Carolina State University
| 6 years |
| Thomas A. Bundros | M | 68 |
The University of North Carolina at Greensboro
| 6 years |
| Mark Dean Jaeger | M | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | 7 years |
| Doug Custer | M | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | 7 years |
| Mary Ann Middleton Ferreira | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | 17 years |
| Peter L. Coker | M | 81 |
North Carolina State University
| 6 years |
| Katie G. Dorsett | M | - |
The University of North Carolina at Greensboro
| 3 years |
| Jennifer A. Nelson | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Courtney Smith | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Mandy J. Gibbons | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Teri Thompson | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Charles Elliott | M | - |
North Carolina State University
| 5 years |
| John E. Cort | M | - |
North Carolina State University
| 4 years |
| Charlie Harper | M | - |
North Carolina State University
| 4 years |
| Teri Wallen | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Sarah Mack Hinde | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Gretchen R. Gordon | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Joe Wiles | M | - |
North Carolina State University
| 4 years |
| Julie Dowell | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Johnny Reid Edwards | M | 71 |
North Carolina State University
| 4 years |
| A. Lynn Daniel | M | - |
North Carolina State University
| 4 years |
| Jason Preti | M | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | 1 years |
| Atilla Tamer Alptekin | M | 82 |
North Carolina State University
| 3 years |
| David Walker Dove | M | 77 |
North Carolina State University
| 4 years |
| Emilee Capps | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Lisa Windman | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Keith H. Baker | M | - |
North Carolina State University
| 4 years |
| Andi Laub | F | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Joseph Stephen Black | M | 76 |
North Carolina State University
| 4 years |
| Joe Louis Cervantes | M | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | 2 years |
| Sanji Arisawa | M | 81 |
North Carolina State University
| 3 years |
| Cynthia Shrawder White | F | 77 |
North Carolina State University
| 4 years |
| Stephen M. Quennoz | M | 76 |
North Carolina State University
| 1 years |
| James Owens | M | 77 |
North Carolina State University
| 3 years |
| Robert James | M | 73 |
North Carolina State University
| 4 years |
| Jimmy C. Bowen | M | 73 |
North Carolina State University
| 4 years |
| Robert E. Perkinson | M | 76 |
North Carolina State University
| 4 years |
| Randy Bateman | M | - |
North Carolina State University
| 4 years |
| Riley Sloan | M | - |
North Carolina State University
| 4 years |
| John F. Norris | M | 73 |
North Carolina State University
| 4 years |
| John Nolasco DeMaso | M | - |
North Carolina State University
| 4 years |
| Michael L. Winchell | M | - |
The University of North Carolina at Greensboro
| 4 years |
| Lewis J. Alphin | M | - |
North Carolina State University
| 4 years |
| Thomas I. Apperson | M | - |
North Carolina State University
| 4 years |
| Boyd A. Rogers | M | 74 |
North Carolina State University
| 4 years |
| Grady L. McClamrock | M | 71 |
North Carolina State University
| 4 years |
| Thomas E. Cabaniss | M | - |
North Carolina State University
| 4 years |
| Leslie N. Ipock | M | 79 |
North Carolina State University
| 4 years |
| Rich A. Merrifield | M | - |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | - |
| Isaac Rhodes Robinson | M | - |
North Carolina State University
| 8 years |
| Sarah S. Robinson | F | - |
North Carolina State University
| 4 years |
| Tsung Cheng Philip Fei | M | 81 |
North Carolina State University
| 4 years |
| Mousa J. Marafi | M | - |
North Carolina State University
| 4 years |
| Burley B. Mitchell | M | 83 |
North Carolina State University
| 4 years |
| W. Kenneth Huntley | M | 75 |
North Carolina State University
| 4 years |
| John McCarter | M | - |
North Carolina State University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 59 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Reg Tilley
- Personal Network
