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.
- LIFE MOVES WEALTH MANAGEMENT
Firm CRD 321261 · AZ · Reported as state-registered
Registration date: 2022-05-12
- ABERCROMBIE INVESTMENTS
Firm CRD 321611 · TX · Reported as state-registered
Registration date: 2022-06-03
- ONITUS CAPITAL, LLC
Firm CRD 321632 · CA · Reported as state-registered
Registration date: 2022-09-29
- CLARITY FINANCIAL
Firm CRD 321702 · CA · Reported as state-registered
Registration date: 2022-06-22
- WEALTH INNOVATION
Firm CRD 321716 · CA · Reported as state-registered
Registration date: 2022-06-07
- SCALED FINANCE LLC
Firm CRD 321728 · WA · Reported as state-registered
Registration date: 2022-08-10
- FCG WEALTH MANAGEMENT LLC
Firm CRD 321734 · CA · Reported as state-registered
Registration date: 2022-08-16
- ROBINSON STOCKS
Firm CRD 321752 · AZ · Reported as state-registered
Registration date: 2022-06-22
- TY ROLLINS, INC.
Firm CRD 321753 · CA · Reported as state-registered
Registration date: 2022-07-08
- DURAN CAPITAL MANAGEMENT, LLC
Firm CRD 321779 · CA · Reported as state-registered
Registration date: 2022-11-21
- DYNIC WEALTH MANAGEMENT LLC
Firm CRD 321782 · AZ · Reported as state-registered
Registration date: 2022-10-26
- TILDEN PATH CAPITAL LLC
Firm CRD 321783 · CA · Reported as state-registered
Registration date: 2022-07-01
- MYFI FINANCIAL
Firm CRD 321836 · CA · Reported as state-registered
Registration date: 2022-06-21
- LAYARI FINANCIAL
Firm CRD 321852 · CA · Reported as state-registered
Registration date: 2022-06-08
- FINANCIAL SERENITY, LLC
Firm CRD 321853 · TX · Reported as state-registered
Registration date: 2022-06-02
- LIFESTYLE PLANNING, LLC
Firm CRD 321856 · AZ · Reported as state-registered
Registration date: 2022-09-26
- LIFESTYLE PLANNING, LLC
Firm CRD 321856 · TX · Reported as state-registered
Registration date: 2023-07-18
- CONCAP LLC
Firm CRD 321873 · TX · Reported as state-registered
Registration date: 2022-07-15
- DUCKETT WEALTH MANAGEMENT
Firm CRD 321880 · CA · Reported as state-registered
Registration date: 2022-12-19
- IRONBRIDGE WEALTH COUNSEL, LLC
Firm CRD 321893 · TX · Reported as state-registered
Registration date: 2022-07-14
- 401 FINANCIAL
Firm CRD 321902 · CA · Reported as state-registered
Registration date: 2022-06-27
- DAO TRADING & ADVISORY INC.
Firm CRD 321953 · CA · Reported as state-registered
Registration date: 2022-07-27
- HUGHES WEALTH MANAGEMENT INCORPORATED
Firm CRD 321954 · CA · Reported as state-registered
Registration date: 2022-08-10
- 1B - INBUNDANCE WEALTH MANAGEMENT
Firm CRD 321967 · WA · Reported as state-registered
Registration date: 2024-09-19
- TEAM ELEVATED ASSET MANAGEMENT
Firm CRD 321979 · CA · Reported as state-registered
Registration date: 2023-01-05