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.
- EVIDENCIAL FINANCIAL CONSULTING
Firm CRD 298003 · CA · Reported as state-registered
Registration date: 2018-08-15
- SEAWISE FINANCIAL, INC.
Firm CRD 298012 · CA · Reported as state-registered
Registration date: 2018-09-19
- CONVEXBETA INVESTMENTS, LLC
Firm CRD 298019 · CA · Reported as state-registered
Registration date: 2018-10-31
- TUYYO PLANNING GROUP
Firm CRD 298052 · TX · Reported as state-registered
Registration date: 2018-09-12
- WOOD RIVER CONSULTING
Firm CRD 298095 · CA · Reported as state-registered
Registration date: 2019-03-07
- WOOD RIVER CONSULTING
Firm CRD 298095 · WA · Reported as state-registered
Registration date: 2019-04-01
- SEVENSUEDE INVESTMENT ADVISOR
Firm CRD 298115 · AZ · Reported as state-registered
Registration date: 2018-08-03
- LONGHOUSE WEALTH MANAGEMENT
Firm CRD 298119 · CA · Reported as state-registered
Registration date: 2018-08-21
- BRIDGE FINANCIAL STRATEGIES
Firm CRD 298134 · AZ · Reported as state-registered
Registration date: 2018-09-07
- SANTA MONICA WEALTH MANAGEMENT, LLC
Firm CRD 298174 · TX · Reported as state-registered
Registration date: 2018-09-28
- RD KELLEY FINANCIAL GROUP
Firm CRD 298189 · AZ · Reported as state-registered
Registration date: 2018-08-21
- ENDURE RETIREMENT LLC
Firm CRD 298200 · TX · Reported as state-registered
Registration date: 2018-09-17
- TWO FIRS FINANCIAL
Firm CRD 298206 · WA · Reported as state-registered
Registration date: 2018-12-04
- A-TEAM FINANCIAL INVESTMENTS
Firm CRD 298219 · TX · Reported as state-registered
Registration date: 2021-11-09
- TRIAXIOM CAPITAL, LLC
Firm CRD 298263 · CA · Reported as state-registered
Registration date: 2021-02-02
- HUNTER VALUE CAPITAL LLC
Firm CRD 298289 · CA · Reported as state-registered
Registration date: 2021-04-12
- HUNTER VALUE CAPITAL LLC
Firm CRD 298289 · TX · Reported as state-registered
Registration date: 2018-12-18
- BULLOGIC WEALTH MANAGEMENT
Firm CRD 298318 · TX · Reported as state-registered
Registration date: 2018-09-28
- SF VALUE CAPITAL, LLC
Firm CRD 298320 · CA · Reported as state-registered
Registration date: 2019-01-01
- SF VALUE CAPITAL, LLC
Firm CRD 298320 · TX · Reported as state-registered
Registration date: 2019-01-02
- EGP WEALTH MANAGEMENT, LLC
Firm CRD 298338 · TX · Reported as state-registered
Registration date: 2018-11-05
- YOUR PATH FINANCIAL LLC
Firm CRD 298339 · CA · Reported as state-registered
Registration date: 2018-10-29
- YOUR PATH FINANCIAL LLC
Firm CRD 298339 · TX · Reported as state-registered
Registration date: 2018-10-22
- ELDERROCK FINANCIAL LLC
Firm CRD 298350 · CA · Reported as state-registered
Registration date: 2022-06-10
- ELDERROCK FINANCIAL LLC
Firm CRD 298350 · WA · Reported as state-registered
Registration date: 2018-09-12