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

DiMaio Professional Services LLCAccounting and tax
Accounting, tax and bookkeeping services
NJ · 1 advisor
DIME PIECE SPORTSA CARDS LLCOperating company
Buys and sells sports cards and collectibles (retail sales)
IN · 1 advisor
DIRTFX LLCAccounting and tax
AZ · 1 advisor
D••••••••• C••••••••• L••Religious organisation
Book, speaking ministry; consultation with churches, public speaking, ministry resource support
MO · 1 advisor
D••••••••• A•••• L••Operating company
Online retail sales of car audio and automotive electronics
MO · 1 advisor
D••••• 7• I••••••••• G••••Investment vehicle
Investment club with advisor's siblings
FL · 1 advisor
D•••• E••••••••• F•••••••• A•• I•••••••• S•••••••• I•••Type not stated
Sale of fixed insurance, fixed annuities and life insurance
CA · 1 advisor
D•••• F•••• o• N••••••••• I••Real estate
Owns family rental real estate; former family grocery store building now passive rental
LA · 1 advisor
D•••• C••••• C••••••••• • V••••••• B•••••Civic or government
Local government entity allocating tourism tax dollars in D•••• C•••••
NE · 1 advisor
D• M••••Operating company
Sole proprietorship providing DJ services and digital content creation
IL · 1 advisor
D•••• Z• H•••••••Operating company
Uses AI tools to create media content for professionals such as real estate and yacht brokers
FL · 1 advisor
D•• C•••••• L••Real estate
Buys physical real estate, fixes it up and resells
IL · 1 advisor
D•• D••••• C•••••••Operating company
Personal interior design business
AZ · 1 advisor
D•• P••••••••• L••Real estate
Real estate
VA · 1 advisor
D•••• H••••••• L••Affiliate of the employer
Succession planning for practice
OH · 1 advisor
D••••• C••••••••• L••Consulting
Software and basketball related consulting
FL · 1 advisor
D•••••• M•••••••• • C••••••••• L••Consulting
MI · 1 advisor
D••••••••• T•• S••••••• L••Accounting and tax
Tax preparation
MA · 1 advisor
D••••••• D•••••• B••••Operating company
Online retailer of digital downloads and low content journals on Etsy and Amazon
MO · 1 advisor
D••••• D•• S•••• S••• L••Operating company
Competition barbecue team from Chesterfield, Missouri that also caters private events, tailgates and charity events.
MO · 1 advisor
D••••• D•• T••Operating company
Retail/online stores
UT · 1 advisor
D•••• C••••Nonprofit
NV · 1 advisor
D••• T•••• D•••• L••Real estate
Holds rental property
SC · 1 advisor
D•••• L••Operating company
Beverage company
OH · 1 advisor
D••••• P•••••• I•••••••••Investment vehicle
Investment/Finance/Banking
NY · 1 advisor
D••• F•• A• D••••Nonprofit
kid-led kindness and empowerment project fundraising for St. Jude Children's Research Hospital
PA · 1 advisor
D••• F•• A• D•••• B••• S•••••Operating company
publishes children's books; royalties offset initiative expenses
PA · 1 advisor
D•••••••••Operating company
Small YouTube channel about Magic The Gathering; no profit
NC · 1 advisor
D•••• C••• F•• B•••• L••Operating company
Antique cars
FL · 1 advisor
D•••••••• O•• L••Real estate
set up to hold a rental property
NY · 1 advisor
D•••• f•• S•••••• A•••••Nonprofit
Empowers women toward economic mobility with support, workplace attire and development tools
TX · 1 advisor
D••••• U••••••••• K•••• S••••• o• L••Education
Public university
PA · 1 advisor
D••••• B••••••• L••Agriculture
Crop growing farm
IN · 1 advisor
D•••••••Operating company
Fire, water and mold cleanup and restoration
VA · 1 advisor
D• • K• I••••••••• L••Real estate
Short-term rental property
TX · 1 advisor
D•• I••••• S••••••••• L••Practice brand
Tax purposes
FL · 1 advisor
D••••• D•••• L••Real estate
LLC for the sole purpose of owning a real estate property
NH · 1 advisor
D•••••• D••••••Operating company
Sells devices used for playing D••••••s and Dragons
UT · 1 advisor
D•••• C•••••• G••••••• I•••••••• A•••••Type not stated
Insurance sales
IL · 1 advisor
D••••• H••••••• L••Real estate
Rental property
MN · 1 advisor
D• C•• L•••Real estate
Holds rental properties
NC · 1 advisor
D•••• D••••••••• L••Operating company
E-commerce
MO · 1 advisor
D•••••• B••••••• S••••••••• I•••Holding company
Owned 50% of Addicus Holdings; family office services, financial advice and consulting
MS · 1 advisor
D••••••• o• F•••••• L••Investment vehicle
Structure used to limit liability on a private investment
FL · 1 advisor
E•••••• F•••••••• L••Holding company
Holding company; pass through entity for tax purposes
FL · 1 advisor
E••••••••• L••Operating company
E-commerce.
GA · 1 advisor
E• a•• L• L••Operating company
CA · 1 advisor
E• J• C• C•••••••••Construction
C••••••••• work / contractor
NY · 1 advisor
E••• T•••• I•Type not stated
Trust collecting distributions from family real estate holdings
FL · 1 advisor
E••• 2••• S•••••• A••••• T•••• F•• K•••Type not stated
Estate planning trust for K.W. and his descendants
NY · 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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