Reported as registered
IMPRINT WEALTH LLC
CRD 322130 · SEC 801-126084
MOUNT PLEASANT, SC
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
122 sourced firms · query 47 ms
Reported as registered
INTENTIONAL
CRD 318570 · SEC 801-123251
FORT MILL, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IVY EVERGREEN, LLC
CRD 324430 · SEC 801-133962
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
J. FREEMAN & ASSOCIATES
CRD 144039 · SEC 801-135397
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JACKSON FINANCIAL SERVICES, LLC
CRD 132252 · SEC 801-63379
MT. PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JP WEALTH MANAGEMENT, INC.
CRD 129475 · SEC 801-63273
MT. PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEEN CAPITAL, LTD
CRD 145023 · SEC 801-123128
CHAPIN, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KINWELL LLC
CRD 290449 · SEC 801-128056
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159 · SEC 801-106786
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LPL ENTERPRISE, LLC
CRD 8733 · SEC 801-130883
FORT MILL, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LPL FINANCIAL LLC
CRD 6413 · SEC 801-10970
FORT MILL, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759 · SEC 801-114454
SENECA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MATCH GRADE ADVISORS
CRD 299181 · SEC 801-114348
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MATTY AI INC.
CRD 317016 · SEC 801-122590
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086 · SEC 801-132805
BLUFFTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MODERN CAPITAL MANAGEMENT, CO.
CRD 306631 · SEC 801-117876
MT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORRIS FINANCIAL CONCEPTS, INC.
CRD 114862 · SEC 801-60830
MOUNT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MTM INVESTMENT MANAGEMENT, LLC
CRD 297500 · SEC 801-113650
SPARTANBURG, SC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NAUTILUS FUNDING SOLUTIONS
CRD 328845 · SEC 802-134136
DANIEL ISLAND, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NICHOLSON WEALTH MANAGEMENT GROUP
CRD 327001 · SEC 801-128554
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026