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.

Companies

3,469 reviewed

Bloomsbury Borough School BoardCivic or government
Educational establishment
NJ · 1 advisor
Blossman Family YMCANonprofit
Non-profit community center
MS · 1 advisor
Blu Canary Capital LLCType not stated
Other issuer (Limited Liability Company)
WA · 1 advisor
B••• B•••••• I••••••••• C••••••••Education
Student investment committee
MO · 1 advisor
B••• M•••• P••••••••• L••Real estate
Manages rental properties
GA · 1 advisor
B•••• C•••• L••Technology
Cryptocurrency mining business
CA · 1 advisor
B•• R••• E•••••• L••Restaurant and hospitality
LLC that owns a restaurant
SC · 1 advisor
B•• E••••••••Nonprofit
Business referral organization
FL · 1 advisor
B•• V•••••• C••••• •••••••• N••••••••• I•••••••••Operating company
Membership based business networking and referral organization
CA · 1 advisor
B••• M•••••Nonprofit
FL · 1 advisor
B••••• L••Technology
Designs websites for park districts and online registration systems
IL · 1 advisor
B••••••• F•••Operating company
Handmade and boho jewelry resale sold via social media
TX · 1 advisor
B•••• U••••• L••••••• C•••Operating company
L••••••• club growing the sport in the Treasure Valley area
ID · 1 advisor
B••• F•••••••• P•••Practice brand
Selling New York Life products and services and brokering non-registered insurance products
WA · 1 advisor
B••• H••••• G••••Practice brand
DBA for LPL business
CA · 1 advisor
B••••• B••••Operating company
Event planning
FL · 1 advisor
B•••• B•• I••••••••• C•••••••••Holding company
AZ · 1 advisor
B••• t• G•••Operating company
Design apparel
VA · 1 advisor
B••••• S••••• M•••••• B• C•••••Nonprofit
MA · 1 advisor
B••••• U••••••••• C•••••• o• G•••••• S••••••Education
Education
MA · 1 advisor
B••••••••• B••••••Agriculture
Agriculture
WI · 1 advisor
B••••••• R••• F•••••••• G••••Practice brand
Securities marketing name
MD · 1 advisor
B••••••••• F•••••••• G••••Education
Teaching financial education at colleges and schools
MD · 1 advisor
B•••••••• F•••••••• S•••••••• P••••••• S•••••••Consulting
Insurance and wills/trust consulting (DBA)
CT · 1 advisor
B•••••• I••Operating company
Home manufacturing company
NV · 1 advisor
B••• • G•••• C•••• o• t•• C•••••• A•••Nonprofit
Serves youths in Central KY with safe after-school and summer environments
KY · 1 advisor
B••• a•• G•••• C••• o• K••• C•••••Nonprofit
Non profit
CA · 1 advisor
B••••••• M• F•••••• C••• L••Accounting and tax
Tax Prep/Accounting/CPA
LA · 1 advisor
B•••••• F•••• I•••••••• A•••••Insurance
I•••••••• (State Farm Mutual Automobile I•••••••• Company and its affiliates)
OH · 1 advisor
B••••••• U••••••• L••Education
Tutoring, educational resources and tools
PA · 1 advisor
B•••••• W•••••Practice brand
MT · 1 advisor
B•••••• W••••• P••••••• • I••••••••Insurance
Division of Bravera Wealth; DBA/marketing name for fixed insurance
MT · 1 advisor
B••••• C•••••••• S•••••Nonprofit
Pre K to 12th grade private school.
TX · 1 advisor
B•• H••••••• L••Real estate
Real estate; owner of land
FL · 1 advisor
B•••• F•• J•• L••Operating company
Home kitchen bakery (cottage food operation) in Contra Costa County
CA · 1 advisor
B••••••••• M••••••••• L••Investment vehicle
Managing Member to B••••••••• Investments, LLC
MS · 1 advisor
B••••• D•• P•••••••••Operating company
Contracts DJs for events and produces music and music videos
MA · 1 advisor
B••••• D•• T••Accounting and tax
Tax planning, management, preparation and business consulting services
MA · 1 advisor
B•••••••• O•••••••• L•Energy and minerals
Pays the advisor oil royalties on land
TX · 1 advisor
B•••••••• R••••• C•••••• L••Real estate
Real Estate
TN · 1 advisor
B•••• R••• G•••• L••Insurance
P&C Insurance
KS · 1 advisor
B•••• R••• R••• S•••• a•• I••••••••Real estate
Real Estate and I••••••••; list and sell real estate
KS · 1 advisor
B•••••• C••••• H•••••• F•••••• A••••••••Civic or government
Government
FL · 1 advisor
B•• G••••Insurance
Insurance business
KS · 1 advisor
B•••• C•••Nonprofit
Social/Country C•••
TX · 1 advisor
B•••• H•••• R•••••Real estate
Mortgage/real estate services
OH · 1 advisor
B•••••• W•••••Insurance
Insurance brokerage including Penn Mutual Life products
MT · 1 advisor
B••••••••• L••Real estate
Real Estate Rental; business entity for tax/investment purposes
IL · 1 advisor
B••••••• R•••••••••Real estate
Real estate sales, education and auctions; buys homes for resale
IN · 1 advisor
B•••• L•••••• F•••••••••Nonprofit
Non-profit foundation supporting a local public school in the B••••
NY · 1 advisor · formed 2016

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.

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