Reported as registered
BLUE FINANCIAL
CRD 330324 · SEC 801-132547
CHARLOTTE, NC
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 565 ms
Reported as registered
CRD 330324 · SEC 801-132547
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 338084 · SEC 802-134733
SACRAMENTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 125607 · SEC 801-135757
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 299869 · SEC 801-117423
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 141738 · SEC 801-135021
GENEVA, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 339475 · SEC 801-135158
ENGLEWOOD, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 300018 · SEC 802-114663
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
CRD 341095 · SEC 801-136098
PITTSFORD, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 296467 · SEC 801-134428
DEFIANCE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 331138 · SEC 801-130313
ALBANY, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 300276 · SEC 802-114756
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 291948 · SEC 801-116695
WASHINGTON, DC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 330738 · SEC 802-130174
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 304024 · SEC 801-135568
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 321168 · SEC 802-125027
SOUTH SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 141354 · SEC 801-120447
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 313892 · SEC 801-122850
BETHESDA, MD
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 311941 · SEC 801-122443
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 314286 · SEC 802-135948
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 107833 · SEC 801-57664
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026