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
- GA · 1 advisor
- Damonte High School Football Booster ClubNonprofitRaises funds to support the Damonte High School football programNV · 1 advisor
- Daniels Financial PartnersPractice brandSupport company for independent financial advisor with Raymond JamesNC · 1 advisor
- FL · 1 advisor
- OH · 1 advisor
- TX · 1 advisor
- FL · 1 advisor
- FL · 1 advisor
- FL · 1 advisor
- D••• S•••••• I••Operating companyS••••• company focused on fan and athlete interaction through social mediaNY · 1 advisor
- NM · 1 advisor
- VA · 1 advisor
- NC · 1 advisor
- UT · 1 advisor
- TX · 1 advisor
- MA · 1 advisor
- MO · 1 advisor
- CA · 1 advisor
- CA · 1 advisor
- D••••• A•• I•••••••• A•••••••• B••••Nonprofitworking board of volunteers organizing D••••• Art I•••••••• fundraising eventsOH · 1 advisor
- D••••• L••••••••• R•••••••••Nonprofitquarterly roundtable discussions about community issues with local leadersTX · 1 advisor
- D••••• T•••• P••••• D•••••••••Civic or governmentTX · 1 advisor
- D•• C••••••••• L••ConsultingC••••••••• referrals or teaming for defense-oriented technology support and insurance businessNC · 1 advisor
- FL · 1 advisor
- D• S•••••••• N• I••Type not statedNY · 1 advisor · formed 2010
- NJ · 1 advisor
- D••••• A••••••• B•••• a•• F•••••• A••••••• B••••EducationAdvisory group for the personal finance (CFP) program in the KU School of BusinessKS · 1 advisor
- D••••••• C••• B•••••••• c••••••••Civic or governmentC••• activities that improve outdoor and landscape sceneryMI · 1 advisor
- D•••••••EducationEducational content and resources for grief support, distributed in free and paid formatsFL · 1 advisor
- TX · 1 advisor
- CA · 1 advisor
- DC · 1 advisor
- TX · 1 advisor
- CA · 1 advisor
- IL · 1 advisor
- NY · 1 advisor · formed 2025
- KY · 1 advisor
- D••••• S•••• V••••••• A••••••••• o• t•• 3••••• F•NonprofitV••••••• non-profit providing assistance to vets in needNJ · 1 advisor
- TX · 1 advisor
- IN · 1 advisor
- D••••••••• G•••••Type not statedOH · 1 advisor
- D•••••• P•••• C•••••• L••Restaurant and hospitalityD••••••-style pizza restaurant in Murrieta, California serving rectangular pizzas, wings, salads and cheese bread, with online ordering.CA · 1 advisor
- UT · 1 advisor
- DE · 1 advisor
- MI · 1 advisor
- TX · 1 advisor
- NH · 1 advisor · formed 2012
- FL · 1 advisor
- DE · 1 advisor
- 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.