Reported as registered
WOODWARD FINANCIAL ADVISORS, INC.
CRD 150641 · SEC 801-70279
CHAPEL HILL, NC
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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
325 sourced firms · query 64 ms
Reported as registered
WORTH ADVISORS
CRD 156564 · SEC 801-120877
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WSC & COMPANY, LLC
CRD 289138 · SEC 801-128198
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
Y INVESTMENTS, LLC
CRD 338675 · SEC 802-134601
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ZURAW FINANCIAL ADVISORS, LLC
CRD 173129 · SEC 801-80364
GREENSBORO, NC
Source release August 3, 2026 · retrieved August 18, 2026