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

Brooke's Grass Volleyball Tournament and Net RentalOperating company
Volleyball tournament support and volleyball net rental
FL · 1 advisor
Brookfield Football and CheerNonprofit
Youth sports organization, football and cheer for kids ages 5-13
CT · 1 advisor · formed 1995
Brothers Associates LLCOperating company
The UPS Store franchise
CA · 1 advisor
B••••••• F•••••• H•••• I•••Operating company
Funeral home
TN · 1 advisor
B•••••••• S••••• M•••••••••Operating company
IN · 1 advisor
B••••• H••••••• C••••••• L••Real estate
Real estate office
SC · 1 advisor
B•••• M••• A••• P•••••••••Real estate
Apartments partnership
IL · 1 advisor
B•••• S••• V••••••• L••Investment vehicle
Private investment entity in real estate and other private companies
FL · 1 advisor
B••• L••Real estate
Parents' LLC that buys, renovates and resells properties
FL · 1 advisor
B••• • B••••Operating company
Selling firewood
CO · 1 advisor
B••••• U•Operating company
Dietary and athletic nutrition and merchandise
UT · 1 advisor
B••••• L••• R•••••••Restaurant and hospitality
CO · 1 advisor
B•••• F••••• V••••••• L••Operating company
Leadership development, executive retreats, curated private events, hospitality
MI · 1 advisor
B•••••• C•••••• L••Real estate
Commercial real estate rental property
FL · 1 advisor
B•••••• P••••••• P•••••••••Real estate
To be formed to buy a single family home or vacant land as investment
NY · 1 advisor
B•••••• S••••••••• I•••Operating company
Wholesale/distribution
TX · 1 advisor
B••••••• F•••••••••Operating company
For-profit arm of ministry; paid mentorship, speaking engagements and pre-recorded online mentorship content
WY · 1 advisor
B••••••• 3•• L••Real estate
LLC which owns rental real estate
CT · 1 advisor
B••••••• H• L••Real estate
LLC which owns rental real estate
CT · 1 advisor
B•••••••••Operating company
MA · 1 advisor
B•••••• L••Agriculture
Agriculture
MT · 1 advisor
B•••••• P•••••• C••••••Operating company
Manufacturing
GA · 1 advisor
B••••••• M••••• N••••••Operating company
Referral group for business professionals
TN · 1 advisor
B••••••• N••••••••• I••••••••• ••••Nonprofit
business networking organization
TX · 1 advisor
B•• H••••••• L••Real estate
Real estate investment
NY · 1 advisor · formed 2019
B•• R••••• P•••••••Real estate
Created to buy their office building; 5 partners own 2/3 of the building
KY · 1 advisor
C• C• F•• F•••••• G••••Operating company
Fly fishing guiding and instruction
PA · 1 advisor
C• P• S• M••••••• F••• I••Nonprofit
Charitable fund raising money to provide scholarships to local schools, runs annual softball tournament
PA · 1 advisor
C••••• I••••••••• L••Investment vehicle
Passive investor in oil and gas investments
TX · 1 advisor
C••••••••• M••• M•••••••• P••••••Nonprofit
M•••••••• program educating and empowering young men
IL · 1 advisor
C•• C••••••Holding company
Holding company
TX · 1 advisor
C•• H•••••• L••Real estate
Landlord entity
NJ · 1 advisor
C•• B••• S•••Operating company
Auto body shop; husband's family business in which he is a part silent owner
IN · 1 advisor
C• C•••••• G••••Practice brand
DBA name for marketing purposes only
CA · 1 advisor
C••• N••••• D•••••••• L••Real estate
Real estate rental
TX · 1 advisor
C••• N•••••• L••Real estate
Real estate/rental
TX · 1 advisor
C••• M•••••••Nonprofit
NY · 1 advisor
C••••••• A•••Operating company
Private business
OR · 1 advisor
C••••••• V••••Operating company
Private business
OR · 1 advisor
C•• T•• S••••••• L••Accounting and tax
Tax preparation, bookkeeping
WV · 1 advisor
C•••• I•••••••• G••••Insurance
independent insurance agency selling life insurance and annuity products
CT · 1 advisor
C•••• A• C•••••••• L••Insurance
Helps clients understand, compare and enroll in Medicare health insurance coverage
OK · 1 advisor
C•••••• F••• T•••••••• A•• M•••••• R••••••••Agriculture
Surface rent, mineral royalties and timber harvesting
AR · 1 advisor
C•••••• C•• G••••Accounting and tax
Accounting and accounting advisory service
MD · 1 advisor
C••••••••• E•••••••• F•••••••• • I•••••••• S•••••••Insurance
Life and annuity insurance sales
CA · 1 advisor
C••••••••• L••• C••••• L••Restaurant and hospitality
Mobile coffee shop working events
CA · 1 advisor
C••••••••• f•• E•••••••• R•••••Civic or government
Promotes nonpartisan electoral reforms, Proportional Representation and Ranked Choice Voting
CA · 1 advisor
C••••• T• L••• O••••••• I••Nonprofit
PA · 1 advisor
C•••••• B•••••• C•••••Religious organisation
Religious organization
MA · 1 advisor
C•• A•• U• O•• G•• L••Energy and minerals
Invests in oil and gas working interest
TX · 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.

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