DFX Intelligence
Advisors’ outside businesses
Companies registered advisors disclosed as outside business on Form U4, each looked up as a company in public records. Reviewed for advisors in the recruiting lists first; more are added as their disclosures are reviewed.
CompaniesWhat is listedA company appears here only when an advisor’s own disclosure names it and the disclosure has been reviewed. Personal items (a trusteeship for a relative, a home, a side job) are never listed. The advisor count is every registered advisor whose disclosure names a company with this exact name in this state.
3,469 reviewed
- WI · 1 advisor
- VA · 1 advisor
- SC · 1 advisor
- FL · 1 advisor
- VA · 1 advisor
- AL · 1 advisor
- FL · 1 advisor
- NC · 1 advisor
- B••••• I••••••••• F••••• L•••••• P•••••••••Investment vehicleIL · 1 advisor
- B••••• M••••••••• L••Investment vehicleIL · 1 advisor
- B••• T••• G••• C•••Restaurant and hospitalitySemi-private 18-hole golf course in Council Bluffs, Iowa offering tee times, golf instruction, a Toptracer range, and hosted outings and tournaments.IA · 1 advisor
- B••• T••• P••••••• O••••• A•••••••••Civic or governmentP••••••• owners association caring for community needsFL · 1 advisor
- NY · 1 advisor
- AR · 1 advisor
- OH · 1 advisor
- AL · 1 advisor
- FL · 1 advisor
- MD · 1 advisor
- B••• B•••••• I••••••NonprofitFriendships, employment, leadership and inclusive living for people with intellectual and developmental disabilitiesIN · 1 advisor
- B••••• C•••••Religious organisationIN · 1 advisor
- B••••• A••••••••• S•••••••• I•••Accounting and taxA••••••••• and tax preparation firm; tax preparation and consulting for a feeMA · 1 advisor
- B••••• F••••••••• L••Practice brandprivate entity to facilitate securities, advisory, and insurance businessKS · 1 advisor
- OH · 1 advisor
- AZ · 1 advisor
- NE · 1 advisor
- B••••• S••••••••TechnologyInfographics tool helping creators and marketing teams speed up content creation.DE · 1 advisor
- CT · 1 advisor · formed 2023
- MO · 1 advisor
- B• L••• • J••••••Operating companypawn and resale business for jewelry, watches, precious metals and fine art; collateralized loansCA · 1 advisor
- CA · 1 advisor
- MD · 1 advisor
- B•••• A• P•••••• L••Holding companySingle member LLC holding personal assets and debt for liability protectionIL · 1 advisor
- B••• t• t•• B•••• I•••NonprofitCommunity-driven non-profit raising funds and awareness for autism through charity bike ridesDC · 1 advisor
- VA · 1 advisor
- CT · 1 advisor
- B••••••••• Z•• J••••• B••••NonprofitFundraising junior board securing financial support for zoo improvements and animal habitatsAL · 1 advisor
- OH · 1 advisor
- B•••• O•••••• S••••••••ConsultingWildlife consulting firm creating wildlife management plans for landowners in Texas and other statesUT · 1 advisor
- NY · 1 advisor · formed 2001
- NY · 1 advisor
- MI · 1 advisor
- B•••• C•••••• O• C••••••• O• P••• B•••• C•••••NonprofitCivic/Community, chamber of commerce activitiesFL · 1 advisor
- TX · 1 advisor
- AL · 1 advisor
- VA · 1 advisor
- GA · 1 advisor
- NC · 1 advisor
- B••Type not statedNM · 1 advisor
- TX · 1 advisor
- MI · 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.