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

Colorado Womens Bar AssociationNonprofit
Civic/community bar association
CO · 1 advisor
Colucci Creative Solutions, LLCConsulting
Consulting to business owners on operational efficiency, sales coaching and pipeline management
NY · 1 advisor · formed 2019
Colucci Wealth Advisory Group LLCPractice brand
Personal LLC established for tax purposes
NY · 1 advisor · formed 2022
C•••••••• o• I••••••• A•••••Civic or government
Political office
MA · 1 advisor
C••••• C•••••• L••Real estate
Real estate investing, purchasing and maintaining investment property, property management
NJ · 1 advisor
C••••• C•••• F•Practice brand
Business entity for tax/investment purposes only
TN · 1 advisor
C•••••••• B•••••• C•••••Nonprofit
Public water access, student sailing program, STEM education, community enrichment.
RI · 1 advisor
C•••••••• C•••••• O• A••••• • O••••••• H•••••••••Education
CO · 1 advisor
C•••••••• C••••••Operating company
Small local digital display business placing screens for ads
AZ · 1 advisor
C•••••••• F••••••••• o• N•••••••• F••••••Nonprofit
Children/youth, civic/community, economic and hardship assistance
FL · 1 advisor
C•••••••• F••••••••• o• t•• H••••• V•••••Nonprofit
Helps individuals, businesses and organizations establish and administer funds supporting charities
NY · 1 advisor · formed 1969
C•••••••• H••••• A•••••••Insurance
Co-operation providing affordable health insurance
TN · 1 advisor
C•••••••• N••••••• B•••Lending, banking or benefits
B•••
VT · 1 advisor
C•••••• W••••Consulting
Pro bono training and development for individuals, families, communities and businesses
VA · 1 advisor
C•••••••• I••••••••Insurance
Property and Casualty
NC · 1 advisor
C••••••••• C•••••••• o• T•••• L••Operating company
Christmas light installation business
NY · 1 advisor
C•••••••• C•••••••••Type not stated
OH · 1 advisor
C••••••• a••••••• l••Consulting
Sales consulting (not financial advisory)
PA · 1 advisor
C••• 1••• L••Real estate
Invests in real estate
NY · 1 advisor · formed 2018
C•••••••• C•••• V••••••• L••Operating company
C•••• diaper service
TX · 1 advisor
C••••••••• C••••• f•• A•• • H••••••• A••••••••Nonprofit
Preservation and conservation of art and historic artifacts
PA · 1 advisor
C••••••••• F••••••••• I•••Nonprofit
Environmental company repopulating endangered fish species.
TN · 1 advisor
C•••••••• H• L••Consulting
Human resources consulting
CA · 1 advisor
C•••• W••••• A••••••Practice brand
DBA for LPL Business
CA · 1 advisor
C•••• W••••• A•••••••Practice brand
DBA for LPL business
NH · 1 advisor
C••••••••• J••••• M•••••Nonprofit
CA · 1 advisor
C••••• C••••••Operating company
Etsy shop selling freeze dried candy
UT · 1 advisor
C••••••••• E•••••••• S•••• A•• L•••••• L••Operating company
Sales and Leasing of Heavy Equipment
WA · 1 advisor
C••••••••• o• S••••• A•••••Civic or government
Politics/ Government
TX · 1 advisor
C••••• C•••• W••••• M•••••••••Insurance
Insurance sales and services
MD · 1 advisor
C••••• G•••• P••••••••• L••Real estate
Land contract
MI · 1 advisor
C••• K•••••••• C•••••• S••••• P••••• R•••• T••••Education
WI · 1 advisor
C••• R•••••Real estate
Mortgage/real estate services
IL · 1 advisor
C•••••• H••••• C•••• A•••••••••Civic or government
C•••• A•••••••••
NJ · 1 advisor
C••••••••• A•••••• G•••• L••Insurance
WV · 1 advisor
C••••••••• C•••••• M•••••••••Insurance
Helps clients understand, compare and enroll in Medicare health insurance coverage
OK · 1 advisor
C••••••••• O• G••••Nonprofit
Group homes offering a safe environment and resources for women and their children
WI · 1 advisor
C••••••••• T•••••Restaurant and hospitality
T••••• bookings
MI · 1 advisor
C••••••• C•••• L••Real estate
Rental property in San Diego
CA · 1 advisor
C•••••• B••••••• L••Agriculture
Leases out almond orchard ground and manages the orchard
CA · 1 advisor
C••• T• S••••• L••Technology
Program that helps businesses capture total cost of inventory per SKU
FL · 1 advisor
C••••••• W••••••••Nonprofit
Non-profit youth wrestling club
CA · 1 advisor
C••••••••• I••••••••• M••••••••• L••Consulting
Holding company for personal investments; consulting for private funds
UT · 1 advisor
C•••• B•••••••••Insurance
Business lines P&C insurance
UT · 1 advisor
C•••••• J••••••• S•••• L••Operating company
Gift shop
GA · 1 advisor
C•••••••• M••• M••••Operating company
Platform to educate and empower the families behind professional athletes
PA · 1 advisor
C••• W••••• P•••••••Consulting
Consulting and recruiting firm generally focused on financial services
PA · 1 advisor
C•••••• B••••• F•••••••• • I••••••••Insurance
Property and Casualty insurance
OH · 1 advisor
C•••••• C•••••• I• L••Real estate
Ownership and management of a single residential rental property placed in an LLC.
TX · 1 advisor
C•• F••• O••••••••• L••Agriculture
Farming
IL · 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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