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.
- GCB PRIVATE WEALTH
Firm CRD 292356 · CA · Reported as state-registered
Registration date: 2023-12-11
- GCB PRIVATE WEALTH
Firm CRD 292356 · TX · Reported as state-registered
Registration date: 2021-07-06
- THRIFTY SCOTTY FINANCIAL, LLC
Firm CRD 292418 · TX · Reported as state-registered
Registration date: 2018-03-29
- BONSAI FINANCIAL
Firm CRD 292432 · AZ · Reported as state-registered
Registration date: 2018-02-27
- HEDGEFIELD WEALTH MANAGEMENT
Firm CRD 292442 · TX · Reported as state-registered
Registration date: 2018-04-05
- ROOSEVELT ADVISORS LLC
Firm CRD 292524 · TX · Reported as state-registered
Registration date: 2018-06-18
- ROOSEVELT ADVISORS LLC
Firm CRD 292524 · WA · Reported as state-registered
Registration date: 2018-10-04
- BLUE CANYON WEALTH
Firm CRD 292525 · CA · Reported as state-registered
Registration date: 2018-03-06
- HALL FINANCIAL SERVICES, INC
Firm CRD 292580 · CA · Reported as state-registered
Registration date: 2018-03-15
- ROCKBOUND WEALTH MANAGEMENT
Firm CRD 292616 · TX · Reported as state-registered
Registration date: 2018-05-11
- BRILLIANT FINANCIAL STRATEGIES LLC
Firm CRD 292622 · CA · Reported as state-registered
Registration date: 2018-04-06
- BRILLIANT FINANCIAL STRATEGIES LLC
Firm CRD 292622 · TX · Reported as state-registered
Registration date: 2021-11-19
- IRONSTREAM CAPITAL, LLC
Firm CRD 292624 · WA · Reported as state-registered
Registration date: 2018-06-07
- SENTIENT FINANCIAL, LLC
Firm CRD 292766 · CA · Reported as state-registered
Registration date: 2018-03-12
- CHESS FINANCIAL PLANNING LLC
Firm CRD 292777 · CA · Reported as state-registered
Registration date: 2018-03-20
- CORRIGIT CAPITAL GROUP
Firm CRD 292812 · CA · Reported as state-registered
Registration date: 2018-03-30
- PURPOSEFUL STRATEGIC PARTNERS
Firm CRD 292853 · AZ · Reported as state-registered
Registration date: 2024-05-31
- PURPOSEFUL STRATEGIC PARTNERS
Firm CRD 292853 · CA · Reported as state-registered
Registration date: 2018-03-08
- THUNDERBIRD WEALTH MANAGEMENT, INC.
Firm CRD 292892 · AZ · Reported as state-registered
Registration date: 2018-03-28
- RANDAZZO CAPITAL MANAGEMENT, LLC
Firm CRD 292900 · CA · Reported as state-registered
Registration date: 2018-04-20
- BRAXTON FINANCIAL GROUP, LLC
Firm CRD 292903 · TX · Reported as state-registered
Registration date: 2018-08-01
- IDEOLOGY WEALTH ADVISORS, LLC
Firm CRD 292923 · TX · Reported as state-registered
Registration date: 2018-05-23
- MERCER STREET PERSONAL FINANCIAL SERVICES
Firm CRD 292972 · TX · Reported as state-registered
Registration date: 2018-06-18
- BELONGING WEALTH MANAGEMENT
Firm CRD 292974 · TX · Reported as state-registered
Registration date: 2018-03-16
- VIBRANT WEALTH
Firm CRD 293068 · AZ · Reported as state-registered
Registration date: 2018-04-04