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
- GA · 1 advisor
- IN · 1 advisor
- MA · 1 advisor
- OH · 1 advisor
- OH · 1 advisor
- K••••• W••••••• R•••••Real estateReal estate brokerage holding the advisor's license for personal useKS · 1 advisor
- MI · 1 advisor
- K••••• F••••••••Accounting and taxEast Longmeadow, Massachusetts financial planning practice offering investment management, insurance, small business and estate planning, with a CPA accountant on staff.MA · 1 advisor
- NC · 1 advisor
- K••••••• H••••• S••••••NonprofitNon-profit organization that is Kentucky's largest pet adoption agencyKY · 1 advisor
- AZ · 1 advisor
- MO · 1 advisor
- TX · 1 advisor
- K••••• T••••Type not statedFL · 1 advisor
- FL · 1 advisor
- NC · 1 advisor
- SC · 1 advisor
- CA · 1 advisor
- K••• M••• L••Type not statedNC · 1 advisor
- K•••••• C•••• H••••••••• A•••••••••NonprofitHomeowners association enforcing policy, collecting dues and maintaining common propertyWA · 1 advisor
- AZ · 1 advisor
- K••• B•••••••• O• V••••••• L••InsuranceInsurance for alternative products and cases National Life cannot writeWV · 1 advisor
- NV · 1 advisor
- K•••• B•• Y••••••Nonprofit501(c)(3) non-profit community organization operating a full-service community center in BrooklynNY · 1 advisor · formed 1991
- CA · 1 advisor
- PA · 1 advisor
- CO · 1 advisor
- MO · 1 advisor
- K• H•••••••• L••Real estateInvestment real estate partnership with passive real estate holdings (with a related KJ property LLC)MI · 1 advisor
- TX · 1 advisor
- K•••••• F••••• C•••Operating companyGA · 1 advisor
- K•••••• o• C•••••••Religious organisationUT · 1 advisor
- IN · 1 advisor
- K•••••• o• C••••••• C•••••• N•• 2•••NonprofitMD · 1 advisor
- GA · 1 advisor
- NY · 1 advisor · formed 2026
- K•••••• B••••••• F•••••••• S••••••• L••ConsultingOH · 1 advisor · formed 2012
- k••• r••• e••••• l••Real estateLooking to purchase residential and commercial real estate to remodel and sell or lease.MI · 1 advisor
- K••••• A••••••• E•••••••• F•••••••••EducationNon-profit education; K••••• language and culture for K••••• American studentsMD · 1 advisor
- K••••• A••••••• F•••••••••NonprofitCommunity foundation serving the K••••• American community in Southern California.CA · 1 advisor
- NJ · 1 advisor
- AL · 1 advisor
- K•••• H•••••• A••••••••Operating companyDevelops long-endurance fully electric zero-emissions unmanned aerial systemsCA · 1 advisor
- NC · 1 advisor
- K•••••• S••••• T••••••• • W•••••••• L••Operating companyGA · 1 advisor
- K•• R••••• L••Real estateInvestment real estate holding company owning business condos in Colorado and ArizonaCO · 1 advisor · formed 2013
- K•• B•••••••ConstructionFL · 1 advisor
- NJ · 1 advisor
- K•••••NonprofitIL · 1 advisor
- CA · 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.