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.
- EVIDENCE WEALTH, LLC
Firm CRD 314767 · TX · Reported as state-registered
Registration date: 2021-07-29
- CDB ADVISORY & CONSULTING
Firm CRD 314797 · CA · Reported as state-registered
Registration date: 2021-09-23
- RMA CAPITAL MANAGEMENT, LLC
Firm CRD 314811 · WA · Reported as state-registered
Registration date: 2022-01-03
- POWERING YOUR RETIREMENT
Firm CRD 314812 · CA · Reported as state-registered
Registration date: 2021-07-14
- POWERING YOUR RETIREMENT
Firm CRD 314812 · TX · Reported as state-registered
Registration date: 2021-11-09
- HARMONY WEALTH
Firm CRD 314817 · TX · Reported as state-registered
Registration date: 2022-11-15
- RADAR FINANCIAL INVESTMENTS CORPORATION
Firm CRD 314823 · TX · Reported as state-registered
Registration date: 2021-06-16
- CREATE WEALTH MANAGEMENT, LLC
Firm CRD 314830 · CA · Reported as state-registered
Registration date: 2021-10-14
- SIDDIQUI INVESTMENTS
Firm CRD 314831 · AZ · Reported as state-registered
Registration date: 2021-06-09
- MAAXIOM CAPITAL LLC
Firm CRD 314871 · CA · Reported as state-registered
Registration date: 2022-01-01
- UPBEAT WEALTH
Firm CRD 314880 · CA · Reported as state-registered
Registration date: 2024-05-29
- FAIRWAY CAPITAL ADVISORS
Firm CRD 314892 · CA · Reported as state-registered
Registration date: 2021-12-24
- PEDICORD WEALTH MANAGEMENT, LLC
Firm CRD 314931 · CA · Reported as state-registered
Registration date: 2022-01-05
- KELSEY FINANCIAL, LLC
Firm CRD 314950 · CA · Reported as state-registered
Registration date: 2021-06-25
- NEW HEIGHTS PLANNING
Firm CRD 314959 · TX · Reported as state-registered
Registration date: 2021-07-12
- FOUNDATION ASSOCIATES ASSET MANAGEMENT INC.
Firm CRD 315012 · CA · Reported as state-registered
Registration date: 2021-10-12
- LUMA FINANCIAL
Firm CRD 315033 · CA · Reported as state-registered
Registration date: 2021-08-06
- FIREHORSE STRATEGIC INVESTING, LLC
Firm CRD 315040 · TX · Reported as state-registered
Registration date: 2021-06-21
- DOUGLAS CAPITAL ADVISORS
Firm CRD 315059 · CA · Reported as state-registered
Registration date: 2024-01-23
- DOUGLAS CAPITAL ADVISORS
Firm CRD 315059 · TX · Reported as state-registered
Registration date: 2024-01-18
- GXII INC.
Firm CRD 315095 · CA · Reported as state-registered
Registration date: 2021-07-06
- HAFNIA FINANCIAL, INC.
Firm CRD 315096 · CA · Reported as state-registered
Registration date: 2021-08-18
- AMORETTI CAPITAL MANAGEMENT
Firm CRD 315111 · CA · Reported as state-registered
Registration date: 2021-08-19
- INLAND FINANCIAL PLANNING
Firm CRD 315123 · WA · Reported as state-registered
Registration date: 2021-07-16
- ADAM DOTY COMPANY
Firm CRD 315125 · TX · Reported as state-registered
Registration date: 2021-12-22