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

GREENBEAN, LLCOperating company
Lawncare and snow removal
MN · 1 advisor
GREENFIELD ELEMENTARY PARENT TEACHER STUDENT ORGANIZATIONNonprofit
Elementary school parent teacher student organization
AZ · 1 advisor
GREENVALE, LLCType not stated
TX · 1 advisor
G•••••••• W•••••Practice brand
LLC for business expenses
AZ · 1 advisor
G•••Technology
Social app connecting people interested in the same restaurants and events
NY · 1 advisor
G•••••• C•••••• L••Holding company
Holding company overseeing holdings and investments
NC · 1 advisor
G•••••• F••••• C•••••• I•••Holding company
Business Entity for Tax/Investment Purposes Only
GA · 1 advisor
G•••••••••Operating company
Blog website with articles and content related to grilling and smoking
CA · 1 advisor
G••••• P•••• L••Operating company
Pool cleaning service.
FL · 1 advisor
G•••• P•••••• C••••••• L••Investment vehicle
Managing Member to private pooled investment vehicles
MS · 1 advisor
G•••••••• U••••• M•••••••• C•••••Religious organisation
Religious services
OH · 1 advisor
G•••• M•••••••••Consulting
Consulting
CO · 1 advisor
G•••• L••••Operating company
Privately held family-owned industrial services (anticorrosive solutions) company in Mexico.
FL · 1 advisor
G••••••• A••••• C••••••• C•••••Religious organisation
Place of worship
CO · 1 advisor
G••••••• I••••••••Insurance
NC · 1 advisor
G••••••• L•••Insurance
Insurance
FL · 1 advisor
G••••••• L•••Insurance
brokering non-registered insurance products through outside carriers
CA · 1 advisor
G••••••• L••• I•••••••• C••••••Insurance
I•••••••• Company
NY · 1 advisor
G•••••••• O• T•• C•••••••Nonprofit
Educate
NC · 1 advisor
G••••• C••••••••• F•••Nonprofit
Awards financial assistance for The North Country Camps in Keeseville NY
NY · 1 advisor · formed 1974
G•••••••Insurance
Markets and sells life, health, and annuity insurance products
LA · 1 advisor
G••• C•••• H•Education
High school (governmental entity)
FL · 1 advisor
G••• C•••• I••••••••• M••• L••Real estate
Mobile home park
AL · 1 advisor
G••• C•••• W••••• A•••••••Practice brand
DBA used as brand for financial advisory business
FL · 1 advisor
G••• I••••• T••• 1•Civic or government
TX · 1 advisor
G••• W•••• C••••• U••••Lending, banking or benefits
Bank or credit union
FL · 1 advisor
G•• T••• F••••••••Insurance
Advanced markets, life case design, infinite banking concept sales management business
MS · 1 advisor
G••••••• V••••• C•••••••• F•••••••••Nonprofit
Community support
CO · 1 advisor
G•• E••••••••• L••Operating company
DJ services
FL · 1 advisor
G•• H••••••• L••Real estate
Real Estate Rental
ID · 1 advisor
G•• M•••••••• L••Insurance
Medicare/Health Insurance
ID · 1 advisor
G•• M••••••••• I•••Affiliate of the employer
FL · 1 advisor
G•••••• F•••••••• S•••••••• L••Consulting
Financial services; divorce financial planning using the collaborative divorce model
NM · 1 advisor
H• t•• F••••••••• f•• J• L••• U•Nonprofit
Nonprofit organization
WA · 1 advisor
H••• R••••• • A••••••••• L•••Accounting and tax
Accounting firm
IL · 1 advisor
H•• P••• L••Type not stated
Actively manages a trust
CO · 1 advisor
H••• L••Operating company
Sells home goods and kitchen products on Amazon; no sales yet
TX · 1 advisor
H•••• V••••••• L••Operating company
Develops, sources, manufactures and invests in private label consumer products for grocery and retail
CO · 1 advisor · formed 2026
H••••• V••••••• L••Holding company
Family LLC for tax and estate planning purposes
CO · 1 advisor · formed 2016
H••• H•••• L••Real estate
Wife's business purchasing and selling real estate
KY · 1 advisor
H••••••••• B••••• L••Operating company
Non-finance content creation; gaming YouTube channel
FL · 1 advisor
H•••••• R•••• C•••••••• F•••••••••Nonprofit
Private foundation
VA · 1 advisor
H••• • K•••Real estate
Rental property holder
CO · 1 advisor
H•••••• H••••• A•••••••••Nonprofit
Non-profit youth hockey association
NH · 1 advisor
H•••••• F•••••• C••••• U••••Practice brand
DBA for LPL business
MA · 1 advisor
H•••• G•••• H•••• L••Real estate
Holding company for real estate; handles rehabs too
CA · 1 advisor
H•••• H••• R••••••• L••Real estate
Real estate development, rental and leasing
PA · 1 advisor
H•••• H••• A• T•• E•• O• T•• W••••Operating company
Podcast on current events
VA · 1 advisor
H•••• P•••• L••Operating company
Non-financial services business selling products online.
CA · 1 advisor
H••••• C•••••• A••••••••• L••Real estate
Real estate investment company; currently no real estate investments
NY · 1 advisor · formed 2010

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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