State adviser firms
State adviser registrations
IAPD firm-state observations reported as APPROVED. Registration is a source status, not an endorsement or a principal-office location.
6,602 published state registrations on 5,942 distinct firm CRDs.
- INTEGRATED FINANCIAL SOLUTIONS, PLLC
Firm CRD 291326 · AZ · Reported as state-registered
Registration date: 2018-01-18
- KEVIN P. MCGUAN, LLC
Firm CRD 291342 · CA · Reported as state-registered
Registration date: 2018-02-08
- UPLIFT INVESTING, INC
Firm CRD 291364 · CA · Reported as state-registered
Registration date: 2018-02-06
- HOODOO
Firm CRD 291372 · CA · Reported as state-registered
Registration date: 2019-01-30
- PDE WEALTH ADVISORS, LLC
Firm CRD 291373 · AZ · Reported as state-registered
Registration date: 2023-03-30
- PDE WEALTH ADVISORS, LLC
Firm CRD 291373 · CA · Reported as state-registered
Registration date: 2018-01-16
- PDE WEALTH ADVISORS, LLC
Firm CRD 291373 · TX · Reported as state-registered
Registration date: 2018-02-09
- LANES WEALTH MANAGEMENT LLC
Firm CRD 291381 · CA · Reported as state-registered
Registration date: 2018-01-17
- MEDDENT SOLUTIONS
Firm CRD 291399 · CA · Reported as state-registered
Registration date: 2024-02-13
- MEDDENT SOLUTIONS
Firm CRD 291399 · TX · Reported as state-registered
Registration date: 2021-07-06
- CARAPACE FINANCIAL ADVISORS LLC
Firm CRD 291404 · CA · Reported as state-registered
Registration date: 2023-01-11
- CARAPACE FINANCIAL ADVISORS LLC
Firm CRD 291404 · WA · Reported as state-registered
Registration date: 2025-02-06
- CBK FINANCIAL ADVISORS LLC
Firm CRD 291467 · AZ · Reported as state-registered
Registration date: 2018-02-23
- M STEVENS WEALTH ADVISORS, LLC
Firm CRD 291482 · CA · Reported as state-registered
Registration date: 2018-03-28
- M STEVENS WEALTH ADVISORS, LLC
Firm CRD 291482 · TX · Reported as state-registered
Registration date: 2020-08-31
- M STEVENS WEALTH ADVISORS, LLC
Firm CRD 291482 · WA · Reported as state-registered
Registration date: 2019-04-16
- PRIVUS FINANCIAL, LLC
Firm CRD 291495 · TX · Reported as state-registered
Registration date: 2019-05-31
- IRONTREE WEALTH MANAGEMENT, INC.
Firm CRD 291515 · CA · Reported as state-registered
Registration date: 2018-04-30
- KCLLC
Firm CRD 291522 · CA · Reported as state-registered
Registration date: 2018-02-14
- WESTCENTER ADVISORS LTD
Firm CRD 291541 · TX · Reported as state-registered
Registration date: 2018-01-11
- ZEN TRADING LLC
Firm CRD 291545 · CA · Reported as state-registered
Registration date: 2018-03-07
- T.I.P.S. 4 REPS
Firm CRD 291568 · CA · Reported as state-registered
Registration date: 2025-07-03
- BLUEPRINT INVESTMENTS AND TAX PLANNING
Firm CRD 291591 · CA · Reported as state-registered
Registration date: 2018-09-10
- WRW WEALTH ADVISORS
Firm CRD 291611 · CA · Reported as state-registered
Registration date: 2025-02-05
- FSG FINANCIAL SERVICES, INC.
Firm CRD 291629 · AZ · Reported as state-registered
Registration date: 2018-01-23