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

HARBORMEN 1, LLCReal estate
Owns investment property
TN · 1 advisor
HARBORMEN 2, LLCReal estate
Owns investment properties
TN · 1 advisor
Harborstone GroupLending, banking or benefits
M&A Advisor with the Broker dealer Finalis Securities
CA · 1 advisor
H•••••• I•••• H••••••••• A•••••••••Nonprofit
Homeowners association dealing with home and neighborhood issues
FL · 1 advisor
H••••••••Real estate
Mortgage/real estate services
CA · 1 advisor
H••• M••••• L••Lending, banking or benefits
Mortgage broker
CA · 1 advisor
H••••• H•••••••• L••Real estate
Will own several rental properties in Tarrant County, Texas
TX · 1 advisor
H•••••• A••••••• G••••Practice brand
DBA for NewEdge Securities, Inc. commission based securities business
CT · 1 advisor
H••••• J•••• P••••••••• L••Real estate
Rental properties
WI · 1 advisor
H••••••• R••• E••••• A•••••• L••Real estate
Real estate rental
NJ · 1 advisor
H••••••• A••••• B•••• A•••••••••Nonprofit
A••••• association of H••••••• College
NY · 1 advisor
H•••••• W••••• A•••••••Practice brand
VA · 1 advisor
H••••• C••••• O••• S•••• C••••••••Civic or government
Advises borough commissioners on maintaining open space
NJ · 1 advisor
H•••••• H•• L••Real estate
Rental property
WA · 1 advisor
H•••• D••••••••• L••Construction
Construction/Engineering; the advisor's brother's company
MA · 1 advisor
H•••• F••••Agriculture
Horse farm
AL · 1 advisor
H•• H••••••• L••Real estate
Real Estate
AZ · 1 advisor
H••••••••• F•••••••• M••••••••• A•••••••••Nonprofit
H••••••••• financial management national trade association.
IL · 1 advisor
H••• M• N•• S••••••Operating company
OH · 1 advisor
H•••• o• T•••• R••••••••• L••Technology
Building a plasma gasification trash destructor to destroy trash and recycle
TX · 1 advisor
H••••• t• H••••Nonprofit
Charity
NY · 1 advisor
H••••• O•••••Operating company
Music production, non-profit
FL · 1 advisor
H••••••••• L••Operating company
Skin care services
IL · 1 advisor
H••• F•••••••• S•••••••• I••Type not stated
financial services
IN · 1 advisor
H••••••• A••••• f•• H•••••••Nonprofit
Provides free healthcare and meals to underprivileged community in Bangladesh
IL · 1 advisor
H•••••• V•••• O•••• L••Operating company
V•••• over projects for audiobooks, commercials, narration videos and video imaging
IL · 1 advisor
H••• I••••••••• 1• L••Investment vehicle
LLC formed with family to invest in various businesses
MO · 1 advisor
H•••• H••••••• L••Holding company
Business entity for tax/investment purposes only
IL · 1 advisor
H••••• R• I•• L•••••• • S•••••• L••Real estate
Commercial real estate
WA · 1 advisor
H••••••• B• T••••••••Nonprofit
Homeowners association
CA · 1 advisor
H•••••• B•••• S•••••• L••Real estate
Real estate
ME · 1 advisor
H••• P•••• U••••••••• P••••••• S••••• o• B•••••••Nonprofit
University business school
NC · 1 advisor
H••••• H•••••••• L••Operating company
Retail; sells custom hammocks
FL · 1 advisor
H••••••• I••••••••• C••••••Real estate
Real estate
IL · 1 advisor
H••••••• P••••• H••• O••••• A••••••••• B••••Civic or government
Board overseeing HOA duties and responsibilities of the neighborhood
GA · 1 advisor
H••••••• P••••••• S••••••••• L••Property management
Home watch services, maintaining clients' homes when away; eventually rental properties
FL · 1 advisor
H•••••••• C••••• C••••••••• A•••••••••Nonprofit
FL · 1 advisor
H•••••••• H•••• L••Real estate
Holds rental property
NC · 1 advisor
H••• C•••••• E•••••••••Accounting and tax
Accounting firm
FL · 1 advisor
H•••••••• H••Nonprofit
Homeowners association for the advisor's residential community
PA · 1 advisor
H••••••• H••••• C•••••• I••Nonprofit
Non-profit health council
CT · 1 advisor · formed 1979
H••• L••Operating company
Military contracting supporting the United States Space Force
FL · 1 advisor
H• W••••• a•• R••• L••Insurance
Property and Casualty
IL · 1 advisor
H•••••••Operating company
Automotive window tint services
TX · 1 advisor
H•••••••• P••••••••• L••Real estate
Real estate
TX · 1 advisor
H•••••••• L••Operating company
Butcher shop retail/grocery store; not currently operating
ME · 1 advisor
H••• i• O•• E••••••••• L••Holding company
LLC holding personal real estate for trust/estate planning and asset protection
FL · 1 advisor
H•••• N••••• P••••Operating company
P••••graphy company
MD · 1 advisor
H•••••••• M••••• H•••••• F•••••••••Nonprofit
Non-profit, private foundation
TX · 1 advisor
H••• I••••• M•••• C•••Nonprofit
Raises money to help pay for essentials for the kids and their school activities
MO · 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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