Reported as registered
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC
CRD 312792 · SEC 801-120634
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
23,622 sourced firms · query 521 ms
Exempt Reporting Adviser
BAM CREDIT MANAGER, LLC
CRD 338016 · SEC 802-135042
CARMEL, IN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BAM VENTURES MANAGEMENT, LLC
CRD 329944 · SEC 802-129788
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BAM WEALTH MANAGEMENT LLC
CRD 330237 · SEC 801-132401
LAKEWOOD, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BAMBOO WEALTH STRATEGIES
CRD 170093 · SEC 801-119805
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BAMCO, INC.
CRD 110789 · SEC 801-29080
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BANANA CAPITAL MANAGEMENT, LLC
CRD 312842 · SEC 802-127723
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANCREEK CAPITAL ADVISORS, LLC
CRD 328736 · SEC 801-129011
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANCREEK CAPITAL MANAGEMENT, LP
CRD 312900 · SEC 801-120461
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANCREEK CAPITAL STRATEGIES, LLC
CRD 341539 · SEC 801-136026
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANDERA PARTNERS
CRD 161230 · SEC 801-74294
BROOKLYN, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANKER INVESTMENT GROUP
CRD 109650 · SEC 801-79396
WEST LAFAYETTE, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANKERS LIFE ADVISORY SERVICES, INC.
CRD 281285 · SEC 801-106953
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANKPLUS WEALTH ADVISORS
CRD 152588 · SEC 801-121567
JACKSON, MS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANNEKER PARTNERS LLC
CRD 296624 · SEC 801-119206
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANNER CAPITAL MANAGEMENT, LLC
CRD 326949 · SEC 801-130725
LEHI, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANNER OAK CAPITAL PARTNERS, LP
CRD 284367 · SEC 801-108175
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANNER RIDGE PARTNERS
CRD 304928 · SEC 801-117167
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BANNER VC MANAGEMENT, LLC
CRD 339864 · SEC 802-135829
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANNERMAN WEALTH
CRD 284677 · SEC 801-117777
LEWISVILLE, TX
Source release August 3, 2026 · retrieved August 18, 2026