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
- Christwell DiversifiedPractice brandFinancial planning services; markets LPL business under this nameTX · 1 advisor
- AZ · 1 advisor
- Church of the BelovedReligious organisationWA · 1 advisor
- FL · 1 advisor
- C••••••••• R••••••••• • C••••••••• C••••••• A••••••• L••Operating companyR••••••••• and commercial cleaningGA · 1 advisor
- FL · 1 advisor
- NC · 1 advisor
- AZ · 1 advisor
- TX · 1 advisor
- C••• o• D••••• T••••Civic or governmentTX · 1 advisor
- C••• o• D••••• T•••• I••••• F•• A••••••• B••••Civic or governmentadvises C••• Council on utility impact feesTX · 1 advisor
- C••• O• F••••••••• F••• H•••••• B••••Civic or governmentNC · 1 advisor
- C••• o• L•••••• L•••Civic or governmentWA · 1 advisor
- C••• o• O••••••Civic or governmentPlanning commission advising the C••• Council on planning, development, and redevelopmentMN · 1 advisor
- C••• O• R•••••• B•••• L•••••• C•••••••••Civic or governmentPlans development, extension and improvement of city library facilitiesCA · 1 advisor
- C••• o• T••••Civic or governmentAZ · 1 advisor
- C•••• S•••••• C••••••••• L••Operating companySourcing for federal contracts; bids on SAM.gov contracts and supplies goods via commercial suppliersAL · 1 advisor
- WA · 1 advisor
- C• H••••• E••••••••• L••Restaurant and hospitalityBeverage cart selling coffee and beverages at farmer markets; owned by family trustMO · 1 advisor
- TX · 1 advisor
- CA · 1 advisor
- C•••••••• L••Operating companyCreation and sale of digital and printable planning templates and educational materialsFL · 1 advisor
- CA · 1 advisor
- PA · 1 advisor
- C•••• R•••• C••••••••• H••••••• I•••Holding companyNY · 1 advisor · formed 2021
- AZ · 1 advisor
- C••••••••• L••Type not statedNJ · 1 advisor
- IN · 1 advisor
- OH · 1 advisor
- C•••••• 4• L••• I•••••••• • F•••••••• S•••••••InsuranceFormer P&C insurance company; pays life and disability insurance residualsMD · 1 advisor
- C••••• E••••• A•••••• L••Energy and mineralsPass through company for mineral royalties from north Louisiana.LA · 1 advisor
- LA · 1 advisor
- NY · 1 advisor · formed 2025
- C•• M•••• P••••••••• L••Operating companyDaughter's music production business housing her record label contractCA · 1 advisor
- C•• M•••• P••••••••• L••Operating companyReceives income from music publishing rights for the daughter's compositionsCA · 1 advisor
- NY · 1 advisor
- CA · 1 advisor
- NC · 1 advisor
- CA · 1 advisor
- FL · 1 advisor
- RI · 1 advisor
- VA · 1 advisor
- WI · 1 advisor
- MS · 1 advisor
- C••••••• B••••• R•••••Real estatePA · 1 advisor
- FL · 1 advisor
- C••••• E•••••• L••HealthcareOwns and leases assets and furnishes medical practices with facilities, equipment, personnel and supportTX · 1 advisor
- NV · 1 advisor
- C•••••• • K•••• H••••••• L••Holding companyHolding company for Glyde LLC; no longer operational, dissolution filedMD · 1 advisor
- AZ · 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.