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

Central Valley Ag PartnersAgriculture
Develops and manages almond and pistachio orchards on behalf of individuals and private families.
CA · 1 advisor
Century 21 LH RealtyReal estate
Mortgage/Real Estate Services
FL · 1 advisor
Certified Payroll SolutionsLending, banking or benefits
Labor Compliance and Certified Payroll
CA · 1 advisor
C• T•••••• A•••••••• I••Property management
Real estate management.
FL · 1 advisor
C•• S•••••• I•••••••••Nonprofit
IN · 1 advisor
C•• S•••••• o• L•• A•••••• • P•••••• W••••• M••••••••• A••••••• C••••••Nonprofit
Invitation-only idea-sharing network of wealth management professionals
CA · 1 advisor
C•• S•••• L••• L••Real estate
Personal real estate.
FL · 1 advisor
C• L••••••• L••Real estate
Raw Land Holdings
LA · 1 advisor
C••••• o• P••••••Religious organisation
MD · 1 advisor
C•••••• o• C••••••• o• W••••••••• H•••••• a•• I•••••Nonprofit
Supports local businesses and community conditions in W••••••••• H•••••• and I•••••
NY · 1 advisor · formed 1921
C•••••• o• M••••Nonprofit
Promotes music and the arts in Lexington and surrounding counties
KY · 1 advisor
C••••• L••••• F•••••••••Nonprofit
Unincorporated non-profit supporting C••••• High School Alumni Class of 2005 through donations
OH · 1 advisor
C•••••• G•••• o• t•• C•••••••• I••Operating company
Family transport business
NC · 1 advisor
C•••••••• P•••Nonprofit
Non-profit helping educators and students achieve academic success through character development
MO · 1 advisor
C•••••••••Nonprofit
Trust for philanthropy to designated beneficiaries.
MI · 1 advisor
C••••••••• C••••••• S•••••Nonprofit
SC · 1 advisor
C•••••••• C••••••••• N••••••••• G••••Civic or government
Networking group
NC · 1 advisor
C•••••• A••••••• G••••• L••Insurance
Insurance/benefits/human resources
AZ · 1 advisor
C••••• a•• S••••••• L••Operating company
Selling crocheted and permanent jewelry
UT · 1 advisor
C•••• C••• C••••••••• L••Operating company
Trading card collectibles
GA · 1 advisor
C•••••• L••Real estate
Lake property
TX · 1 advisor
C••••• L•••• G••••• P••Legal
Attorney/legal services
MI · 1 advisor
C•••• M• S••••••• L••Operating company
Print-on-demand clothing; online site since closed
TX · 1 advisor
C••• L•••• I•••Operating company
Family business S-Corp; business sold in 2022 but entity still exists
GA · 1 advisor
C•••• K••••••• L••Restaurant and hospitality
Restaurant
CA · 1 advisor
C••••• M••••Education
Violin tutoring for children
CA · 1 advisor
C•••••••• S••••• L••Real estate
Privately Held Real Estate
WA · 1 advisor
C••••• C•••• S••••• D••••••• • O••••••• H•••••••••Education
CO · 1 advisor
C••••••••• L••Energy and minerals
Private family owned oil and gas investment LLC
TX · 1 advisor
C•• A•••• C••••• M•••••••••Religious organisation
Christian campus ministry mentoring college students, facilitating Bible studies and faith-based events
MO · 1 advisor
C•••••••Operating company
Online clothing boutique
FL · 1 advisor
C•••••• L••••••• H••• o• F•••Nonprofit
Charity promoting and recognizing C••••••'s literary talent
IL · 1 advisor
C•••••• S•••• U•••••••••Education
IL · 1 advisor
C••••••••• C•••••••• C••••• E••••••Religious organisation
IL · 1 advisor
C•••• A••••••• N••••••Nonprofit
C••••ren/youth, civic/community
OK · 1 advisor
C•••• P••••••••• C•••••Nonprofit
Assists local law enforcement when a child has been physically or sexually abused.
FL · 1 advisor
C••••••• o• G•• C•••••••Operating company
C••••••• store; designing and selling clothes
AZ · 1 advisor
C••••••••• H•••••••Nonprofit
C••••••••• h•••••••; young professionals board raises funds for hospital programs
CO · 1 advisor
C••••••••• M••••• o• t•• L•••••••••Nonprofit
Non-profit organization to educate children and their families
SC · 1 advisor
C•••••• A••••••• S••••••• • P••••••••• A•••••••••Nonprofit
FL · 1 advisor
C•••• 3•• L••Real estate
Real estate
CA · 1 advisor
C•••••• W•••••• C•••••••• L••Operating company
Event planning, event services, event gifts and handmade goods
KY · 1 advisor
C•• H•••••• P•••••••Nonprofit
Fosters sustainable neighborhoods through eco friendly housing and education for Cleveland residents
OH · 1 advisor
C••••• C••••••••• L••Operating company
Selling hats, t-shirts, shoes and other clothing
AZ · 1 advisor
C•••••• H••••••• L••Insurance
Insurance sales including life insurance and annuities
UT · 1 advisor
C•••••• H•••••••• L••Real estate
Husband's company doing construction on family rental properties; rental income
MT · 1 advisor
C••••• C•••••Religious organisation
PA · 1 advisor
C••••• H••• C•••••Religious organisation
Non-denominational church
NC · 1 advisor
C•••••••• C•••••• F•••••••••Nonprofit
NC · 1 advisor
C••••••• F••••• L••Real estate
Owns two investment real estate properties
CT · 1 advisor · formed 2015

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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