Reported as registered
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
CRD 160657 · SEC 801-110370
RANCHO SANTA FE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
23,622 sourced firms · query 341 ms
Reported as registered
CRD 160657 · SEC 801-110370
RANCHO SANTA FE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 160241 · SEC 801-133005
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 3767 · SEC 801-37145
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 149136 · SEC 801-69853
BALTIMORE, MD
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 301237 · SEC 802-117522
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 302097 · SEC 802-116990
GRAND CAYMAN, GRAND CAYMAN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 328334 · SEC 801-128985
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 332097 · SEC 802-131262
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 328626 · SEC 801-136410
WESTPORT, CT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 115948 · SEC 801-60941
ANNAPOLIS, MD
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 329288 · SEC 801-129247
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 322360 · SEC 801-132304
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 330647 · SEC 802-130299
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 332928 · SEC 802-135803
ARLINGTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 330125 · SEC 802-129691
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 328453 · SEC 801-129791
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 314694 · SEC 801-123666
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 174763 · SEC 802-118443
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 339648 · SEC 802-135191
DANBURY, CT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 301521 · SEC 802-118072
TEL AVIV
Source release August 3, 2026 · retrieved August 18, 2026