Advisors’ outside businesses

• WITTE MUSEUMNonprofit

  Museum
  TX · 2 advisors
• Women's Resource CenterNonprofit

  Pregnancy center providing free services to women with unplanned pregnancies
  IN · 2 advisors
• YMCA of Metropolitan Los AngelesNonprofit

  Community organization in Los Angeles for over 130 years
  CA · 2 advisors
• Y••• W••••• A•••••••Insurance

  Insurance sales
  GA · 2 advisors
• •••••••••Operating company

  New York Yankees-themed Instagram page earning under $100 per month
  NJ · 1 advisor
• 1•••••• L••Real estate

  Real Estate
  PA · 1 advisor
• 1••• T•• E••••••••• L••Real estate

  Holds rental property
  NV · 1 advisor
• 1••• B•••••• C••••••Restaurant and hospitality

  Craft brewery and beer garden in Denver's RiNo neighborhood.
  CO · 1 advisor · formed 2015
• 1•••••••••Insurance

  Insurance brokerage including Penn Mutual Life products
  MT · 1 advisor
• 1•••• M•••••••Religious organisation

  Links faith and fitness; bible studies, workouts, youth football support
  FL · 1 advisor
• 1•• G•••••Affiliate of the employer
  TX · 1 advisor
• 2••• P••••••• G••••Real estate

  Real estate flipping and rental property
  MD · 1 advisor
• 2•• H••••••• L••Holding company

  Entity for tax reporting purposes
  MN · 1 advisor
• 2•• T••••• L••Operating company

  Wholesale fish sales
  NJ · 1 advisor
• 2•• C••••• M•••••Operating company

  Automotive sales and restoration
  LA · 1 advisor
• 3••••••••• L••Investment vehicle

  LLC created for investing and collecting of firearms
  TX · 1 advisor
• 3•••••••••Operating company

  Social media business posting quotes, poetry and inspiring words
  VA · 1 advisor
• 3•• D•••••Education

  501(c)3 non-profit providing education and financial guidance to participants
  FL · 1 advisor
• 4••• • 3•• E••• 1• I•••Type not stated

  Family-owned Atlanta bookstore focused on Black literature and culture, hosting author signings, poetry nights, book clubs and lectures.
  GA · 1 advisor
• 4••• • 3•• F••••••••• I••Nonprofit
  GA · 1 advisor
• 4••••••Type not stated
  FL · 1 advisor
• 4•• D• C•••Nonprofit

  Provides meeting spaces and support for 12 step recovery programs
  MT · 1 advisor
• 5•••••• 4•• W••• P•••••••••Real estate

  Rental property
  WA · 1 advisor
• 5• C••••••••• U•••• S•••••••• A••••••• S•••••••Consulting

  Consulting to credit union boards on oversight of management and organization
  MI · 1 advisor
• 6• C••••• L••Agriculture

  Cow/Calf Operation
  TX · 1 advisor
• 7•• P••••••••• H••••••• L••Real estate

  Real estate/property rental; collects rent from tenants on Colorado properties
  CO · 1 advisor
• 7••• G•••••Operating company

  Financial product development
  FL · 1 advisor
• 7• I••••••••• L••Energy and minerals

  Holds oil and gas investments of family
  TX · 1 advisor
• 8••••••••• P•••••••••Operating company

  Production company
  CA · 1 advisor
• A• • A• W••Nonprofit

  Charity assisting families with financial hardship after neonatal death of a newborn
  IL · 1 advisor
• A• M•••• • M••••••• A••••• C••••••Affiliate of the employer

  Insurance agency; employee benefits and group insurance
  KY · 1 advisor
• A• S•••• L••• L••Operating company

  Writing and product creation, creative endeavors
  NY · 1 advisor · formed 2017
• A• C• L••Operating company

  Multimedia/creative content production
  MD · 1 advisor
• A••• G••••••• • F•••••••• S••••••• C••••••••• L•••••Type not stated

  Recruiting, leadership development and M&A/succession consulting for independent RIA firms and financial advisors, partnering with Lids Consulting.
  AZ · 1 advisor
• A••••••• R•••••••• T••••Type not stated

  R•••••••• trust
  NY · 1 advisor
• A•• I••••••••• L••Holding company

  Holds investment property when acquired; currently no properties
  UT · 1 advisor
• A• M••••• P••••••••• L••Real estate

  LLC created for a rental property
  AZ · 1 advisor
• A•• M••••••••• I••Operating company

  M•••••••• services for Addicus Holdings, LLC and its subsidiaries
  MS · 1 advisor
• A••••• W••••• H••••••• L••Practice brand

  LLC to receive 1099 commission income
  VA · 1 advisor
• A•••••• C•••••••••Operating company

  7-11 franchise and convenience store
  VA · 1 advisor
• A•• P••••••• L••Operating company

  Recreation
  NJ · 1 advisor
• A••••• S•••••• L••Technology

  Software company; the entity is closed
  TX · 1 advisor
• A•••••• L••Real estate

  Real estate
  AZ · 1 advisor
• A••••••• W••••• M••••••••• L••Practice brand

  Investment Advisory Activities using a DBA name; Insurance; Accounting Services
  IN · 1 advisor
• A• C•••••• E••••••••• L••Holding company

  Holding company (LLC)
  NJ · 1 advisor
• A••••••• C•••••• F•••••••••Nonprofit

  Research for a non profit for college credits
  NY · 1 advisor · formed 2015
• A•••••• o• C•••••••• P•••••••• M•••••••Education

  Education
  NY · 1 advisor
• A••• V••••••• L••Consulting

  Leadership development, mentoring, speaking and general strategic consulting
  FL · 1 advisor
• A•• M••••••• L••••••Lending, banking or benefits

  M••••••• lending
  CA · 1 advisor
• A••••••••• P•••••••••Real estate

  Rental property investments
  CO · 1 advisor

The company names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.