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
- IL · 1 advisor
- LA · 1 advisor
- Jimmy Fay Insurance AgencyInsuranceInsurance (State Farm Mutual Automobile Insurance Company and its affiliates)VA · 1 advisor
- NM · 1 advisor
- WI · 1 advisor
- NM · 1 advisor
- FL · 1 advisor
- FL · 1 advisor
- MI · 1 advisor
- AZ · 1 advisor
- J•••••••• L••Operating companyEntertainment company: one-man stage play, film, television, stage and writingNC · 1 advisor
- DE · 1 advisor
- J••• f•• A•••••••• G••••••••NonprofitHelps young people stay in school and gain academic, leadership and vocational skillsAZ · 1 advisor
- J•• a•• M•• L•• F••••• L•••Real estateFamily L••• used for rental income purposes of the S-Corp Chef Lees, IncGA · 1 advisor
- J••• S•••• A•••••••• • J••• S•••• S••••Restaurant and hospitalityTwo guest units available April through NovemberMA · 1 advisor
- CA · 1 advisor
- WI · 1 advisor
- FL · 1 advisor
- J••••••••• P••••NonprofitTX · 1 advisor
- J••••• D•••• M•••••••• L••InsuranceInsurance marketing, product development, lead generation; fixed annuities and life insuranceAZ · 1 advisor
- J•••• S••• C•••Operating companyOnline business selling on TikTok; stopped operating, pending dissolutionGA · 1 advisor
- AZ · 1 advisor
- NY · 1 advisor
- FL · 1 advisor
- J•••• C•••••• i••••••••• I•• L••Investment vehicleUses funds to purchase promissory notes from three OsteoCentric medical device entitiesTX · 1 advisor
- DE · 1 advisor
- NJ · 1 advisor
- IN · 1 advisor
- FL · 1 advisor
- MO · 1 advisor
- FL · 1 advisor
- AZ · 1 advisor
- VA · 1 advisor
- J••••• W••••••• I•••••••• A•••••InsuranceI•••••••• agency for State Farm Mutual Automobile I•••••••• Company and affiliatesWV · 1 advisor
- IL · 1 advisor
- NY · 1 advisor
- IL · 1 advisor
- J••• E••••••••• L••HealthcareAmericare franchise providing non-medical companion care in client homesAZ · 1 advisor
- J•••• L••Investment vehicleLLC formed with sister to invest jointly in workout studios and a restaurantCA · 1 advisor
- UT · 1 advisor
- TX · 1 advisor
- TX · 1 advisor
- TX · 1 advisor
- TX · 1 advisor
- MI · 1 advisor
- MI · 1 advisor
- NY · 1 advisor · formed 2001
- GA · 1 advisor
- K••••••••• P••••••••• L••Real estateHolds a current rental property and future property acquisitionsAZ · 1 advisor
- SC · 1 advisor
The company names past the first 5 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.