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

CAM Raven Forest LLCEnergy and minerals
Invests in oil and gas working interest
TX · 1 advisor
Camano Sunset Family HoldingsHolding company
Hold real estate
WA · 1 advisor
CAMELOT PARK HOMEOWNERS ASSOCIATIONNonprofit
Facilitates maintenance of the Vineyards subdivision
FL · 1 advisor
C••• M••••••••Operating company
Family summer camp business
NH · 1 advisor
C••••• C•••• P•• S••••••• 3••Type not stated
NY · 1 advisor
C•••• T•••• R••••••• C•••••• L• V•Investment vehicle
Pooled Investment Fund issuer (Limited Partnership)
NY · 1 advisor
C•••• M••••••• C•••••••••Nonprofit
School cheerleading squad
PA · 1 advisor
C•••• D••••••••• L••Real estate
Rental real estate
LA · 1 advisor
C••• E•••••••• L••• T••••Nonprofit
L••• preservation
ME · 1 advisor
C••• F••• B•••••••• G•••••Nonprofit
B•••••••• garden with educational and cultural programs
NC · 1 advisor
C••• F••• H••••• L••Agriculture
Agriculture
NC · 1 advisor
C••• G•••••••• A••• C•••••• o• C•••••••Nonprofit
Non profit business and community development organization for economic development
MO · 1 advisor
C••• K•• M••••Nonprofit
Provides meals to food insecure children on C••• Cod.
MA · 1 advisor
C••••••••Healthcare
Medical capital equipment management and marketplace company
IL · 1 advisor
C••••••••Healthcare
Medical capital equipment management and marketplace company
CO · 1 advisor · formed 2023
C•••••• A••• R••••• L••Real estate
Real estate investments
MI · 1 advisor
C•••••• D••• S•••••• L••Advisory / wealth firm
Investment Advisory
FL · 1 advisor
C•••••• D•• G••••Real estate
Housing company
VA · 1 advisor
C•••••• T•• P•••••••Accounting and tax
Tax prep/accounting/CPA
FL · 1 advisor
C••••••••• W••••• M••••••••• L••Practice brand
Operates a DBA and makes periodic pre-authorized investments
IL · 1 advisor
C••••••Insurance
Insurance business
MN · 1 advisor
C••••••••• M•••••• S••••••• A•• T••••••••• L••Healthcare
Healthcare technology solutions
FL · 1 advisor
C••••••• M••••••••• L••Technology
Digital marketing, Google advertising and search engine optimization
MI · 1 advisor
C••••••• C••• C•••• C•••••• o• C•••••••Civic or government
C•••••• of C•••••••
AZ · 1 advisor
C••••••• P••••••• L••Real estate
Real estate investment
IL · 1 advisor
C••••• B•••••• B••••••• A•••••• F•••••••••Nonprofit
Provides scholarships for students of the C••••• B•••••• B••••••• A•••••• in Puerto Rico
PR · 1 advisor
C••• C•••• L••Operating company
Business startup
IL · 1 advisor
C••••••••• L•• I•Real estate
LLC owning a rental home
AZ · 1 advisor
C••••••••• L••Real estate
MD · 1 advisor
C••••••••• L••Real estate
Owns investment property
MD · 1 advisor
C••••••••• L••Real estate
Owns property with management outsourced to a professional manager
MO · 1 advisor
C••••••••• L••Real estate
LLC that will own property
AZ · 1 advisor
C••••••••• L••Real estate
LLC in Nebraska to purchase property
AZ · 1 advisor
C•••••••••Real estate
Rental property
WA · 1 advisor
C••• I•••••••• C•••Investment vehicle
Investment club/partnership
IN · 1 advisor
C•••••• D•• M•••• C•••• A•••••••••Nonprofit
Condo association for a timeshare resort complex
CA · 1 advisor
C•••••••• E• P•••••• F•••••••••Nonprofit
Supports women in local communities
ME · 1 advisor
C••••••• C•••••••• o• S•••• B••••••Nonprofit
Non-profit organization
CA · 1 advisor
C••••••• O•••• O• T•• F••••••••Insurance
Insurance
VA · 1 advisor
C••••••• E•••••••••Operating company
DJ services and event entertainment, hosting trivia and karaoke
IA · 1 advisor
C•• I••••••••• A•••••••• L••Insurance
Life insurance and annuity sales
WA · 1 advisor
C••••• L••Type not stated
DE · 1 advisor
C•• H•••• L••Real estate
Real estate holding; buying, rehabbing and turning homes into rental properties
UT · 1 advisor
C•• L••••• R•••••• L••Real estate
Holds rental property
CA · 1 advisor
C•••••••• T•••• A•• T•••••• S••••• L••Operating company
Retail Sales of Licensed vehicles
WA · 1 advisor
C••••• P•••• L••Holding company
Holding company for his membership interests in Affiance Financial, LLC
MN · 1 advisor
C•••• B••••Real estate
16 unit apartment building.
IN · 1 advisor
C•••••••• H•••• S•••••Operating company
Etsy shop selling digital downloads
MN · 1 advisor
C•••••• C••••••••• L••Practice brand
Business entity for tax/investment purposes only
MI · 1 advisor
C•••••• S•••• C••••• Y•••Nonprofit
Y•••
OH · 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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