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

Fairport Baptist Home FoundationNonprofit
Charitable Organization
NY · 1 advisor
Fairway Views Homeowners Association, IncNonprofit
Townhome residential community
FL · 1 advisor
Faith Rxd ParklandReligious organisation
Chapter of global non profit linking CrossFit to Jesus
FL · 1 advisor
F••••• F•••• L•••Insurance
Non-Variable Insurance
NJ · 1 advisor
F••••• P•••••• o• B•••••• C•••••Nonprofit
Helps families during homelessness and keeps families together
AL · 1 advisor
F••••• R•••• L••Agriculture
Agriculture
CA · 1 advisor
F••••• S•••••• o• O•••••• C••••• I•••••••••Nonprofit
Food pantry for low income households with a re-sale shop
WI · 1 advisor
F••••• W••••• L•••Insurance
Insurance services
TX · 1 advisor
F••••• W••••• S••••••••• L••Insurance
Insurance Sales and Services
KY · 1 advisor
F•••• F••••• • O•••• F••••• L••Operating company
Bridal shop
SC · 1 advisor
F•••••• H•••••••• L••Restaurant and hospitality
Casper Creek RV Park
TN · 1 advisor
F••••• P••••••••• L••Real estate
Holds rental property
SC · 1 advisor
F••••• T••••• P••••••••• L••Agriculture
Timberland
SC · 1 advisor
F••• F••• N••Nonprofit
Nonprofit bringing the benefits of running to schools and communities serving children of all abilities
NY · 1 advisor · formed 2018
F•• C•• L••Real estate
Rental property
IA · 1 advisor
F••••• • A••••••••• L••Insurance
Fixed insurance; non-variable life, annuities, health
IN · 1 advisor
F•••••• W•••• L••Operating company
Wine production in Argentina and Italy, with intent to import for sale in the US
FL · 1 advisor
F•••• H••••Nonprofit
Non profit
FL · 1 advisor
F••••••••• C••••••••• E••••••• D••••••••• B••••Civic or government
501c6 public-private partnership attracting new industry and expanding existing industry
NC · 1 advisor
F••••• F•••••••• S•••••••• L••Practice brand
Business Entity For Tax/Investment Purposes Only
LA · 1 advisor
F••••••••• F••••••••• I••Religious organisation
Ministry organization including golf related and youth programs
MD · 1 advisor
F••••••••• o• C••••••• U••••••••• S•••••••Religious organisation
Non-profit with a missionary team
IN · 1 advisor
F•••• • C•• R••• E••••• H•••••••Real estate
Holds and rents residential real estate properties
OK · 1 advisor
F••••• I•••Real estate
Real estate property holdings, co-owned with wife
IL · 1 advisor
F•••••••• F••••••• L••Nonprofit
Nonprofit foundation providing resources and information to families struggling with fertility
MT · 1 advisor
F••• I•••Consulting
Consulting and billing services to Green Partners, LLC, a real estate partnership
KY · 1 advisor
F•• P••••••• T•••••••Operating company
P••••••• training
OH · 1 advisor
F• R•••••• L••Real estate
Commercial real estate entity
NC · 1 advisor
F••••Nonprofit
Nonprofit networking and continuing education organization for Florida CPAs
FL · 1 advisor
F••••••• • G••••••• I••••••••Insurance
Non-variable insurance/insurance agency
IA · 1 advisor
F•••• W••••• M••••••••• L••Practice brand
FiNet practice
IN · 1 advisor
F••••• E•••• C••••••••• L••Operating company
standup comedian
OK · 1 advisor
F•• L••• P••••••••• L••Real estate
Spouse's business for rental properties
NC · 1 advisor
F••• D•••••Operating company
Planned family company to open 5 FiiZ soda franchise stores
NV · 1 advisor
F•••••••• G••••• G••••Insurance
Insurance and annuity business
TX · 1 advisor
F•••••••• H•••• L••Investment vehicle
LLC to receive returns from a managed account
TX · 1 advisor
F•••••••• P••••••• A••••••••• O• S•••••••• O•••Nonprofit
Hosts educational meetings for financial professionals on markets, laws and products
OH · 1 advisor
F•••••••• S••••••• f•• M•••••• P••••••••• L••Investment vehicle
Business entity for tax/investment purposes only
TX · 1 advisor
F••••••••• G•••• S••Operating company
Father's sheet metal industry company in France with no U.S. activity.
FL · 1 advisor
F•••• U••Operating company
FL · 1 advisor
F•••••••Operating company
Hairstyling, doing hair
MD · 1 advisor
F••••• L••• A•••••••Religious organisation
Community of Christian advisors holding each other accountable to giving pledges
MD · 1 advisor
F••••• M••••• L••Operating company
Independent film company
NJ · 1 advisor
F••••• J••• V• C•Real estate
Rental property
CA · 1 advisor
F•••• S••••• 7• I••• W•••••• C••••••••Civic or government
Develops and reviews questions for the Series 7 exam
AZ · 1 advisor
F••• T•• C•••••••••Accounting and tax
Tax prep/accounting
CA · 1 advisor
F•••• • F••••Operating company
OH · 1 advisor
F•••• C••••• N••••••••• G••••Operating company
Professional N••••••••• Group
NY · 1 advisor
F•••• C••• W••••• M•••••••••Practice brand
DBA/trade name for LPL Financial business
CA · 1 advisor
F•••• C••••••••• B•••Lending, banking or benefits
TX · 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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