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Document Mentions (5 shared documents)
2 mentions1 same-page
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Patrick Harris Kim Hart Selman Mandi Caroline Kitidis Wealth Planning: Sam Petrucci 15G: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers:
an Mandi Caroline Kitidis Wealth Planning: Sam Petrucci 15G: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (
2 mentions1 same-page
Page ?Same page
Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Char
Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (
2 mentions1 same-page
Page ?Same page
Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Char
van Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (b
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2 mentions1 same-page
Page ?Same page
ent: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Char
van Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (
2 mentions1 same-page
Page ?Same page
ent: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Char
van Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (
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Mutual Connections (38)
Entities connected to both Xavier Avila and Larry Adam
Martha Stewart
PERSON202 w/ Xavier·22 w/ Larry
Stewart Oldfield
PERSON178 w/ Xavier·21 w/ Larry
Deutsche Bank Securities Inc.
ORGANIZATION35 w/ Xavier·9 w/ Larry
DK
Dan Kaiser
PERSON28 w/ Xavier·4 w/ Larry
United States
LOCATION11 w/ Xavier·20 w/ Larry
Joe Biden
PERSON22 w/ Xavier·3 w/ Larry
Tazia Smith
PERSON14 w/ Xavier·10 w/ Larry
PB
Paul Bartilucci
PERSON9 w/ Xavier·14 w/ Larry
Deutsche Bank
ORGANIZATION13 w/ Xavier·9 w/ Larry
LF
Laura Farischon
PERSON10 w/ Xavier·12 w/ Larry
CB
Charlie Burrows
PERSON9 w/ Xavier·12 w/ Larry
TS
Todd Stevens
PERSON15 w/ Xavier·4 w/ Larry
TC
Tom Clarke
PERSON5 w/ Xavier·12 w/ Larry
NH
Nick Haigh
PERSON5 w/ Xavier·12 w/ Larry
PF
Pete Ferrara
PERSON5 w/ Xavier·12 w/ Larry
BM
Bruce McDermott
PERSON5 w/ Xavier·12 w/ Larry
Prince Andrew
PERSON11 w/ Xavier·5 w/ Larry
SP
Sam Petrucci
PERSON10 w/ Xavier·5 w/ Larry
TS
Terri Sohrab
PERSON7 w/ Xavier·8 w/ Larry
RV
Rosemary Vrablic
PERSON5 w/ Xavier·8 w/ Larry