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.
1,992 published state registrations on 1,992 distinct firm CRDs.
- SCOTT AND ASSOCIATES OF TEXAS, INC.
Firm CRD 166650 · TX · Reported as state-registered
Registration date: 2013-04-24
- UNIPLAN FINANCIAL INVESTMENTS INC.
Firm CRD 166667 · TX · Reported as state-registered
Registration date: 2013-01-25
- OPPOQUEST
Firm CRD 166774 · TX · Reported as state-registered
Registration date: 2013-04-12
- LEGACY SPRINGS ADVISORS, LLC
Firm CRD 166831 · TX · Reported as state-registered
Registration date: 2013-03-29
- CLEMENSEN CAPITAL COMPANY LLC
Firm CRD 166837 · TX · Reported as state-registered
Registration date: 2023-06-21
- WISEOWL CAPITAL, LLC
Firm CRD 166920 · TX · Reported as state-registered
Registration date: 2013-04-01
- KONNECT HEALTH AND WEALTH
Firm CRD 166933 · TX · Reported as state-registered
Registration date: 2013-03-04
- ENLOE FINANCIAL ADVISORY LLC
Firm CRD 167008 · TX · Reported as state-registered
Registration date: 2013-04-09
- SOUTHER CAPITAL MANAGEMENT L.L.C.
Firm CRD 167136 · TX · Reported as state-registered
Registration date: 2013-06-21
- BG FINANCIAL ADVISORS, LLC
Firm CRD 167309 · TX · Reported as state-registered
Registration date: 2013-06-20
- WILLIAM B. LARSON, CPA, LLC
Firm CRD 167367 · TX · Reported as state-registered
Registration date: 2013-05-07
- KMC WEALTH MANAGEMENT, LLC
Firm CRD 167437 · TX · Reported as state-registered
Registration date: 2013-06-04
- FINANCIAL SECURITY SERVICES GROUP, INC.
Firm CRD 167464 · TX · Reported as state-registered
Registration date: 2013-05-16
- GEN Y PLANNING
Firm CRD 167656 · TX · Reported as state-registered
Registration date: 2014-04-03
- REBELLION RESEARCH
Firm CRD 167661 · TX · Reported as state-registered
Registration date: 2014-08-19
- SOVEREIGN GLOBAL ADVISORS, LLC
Firm CRD 167663 · TX · Reported as state-registered
Registration date: 2020-07-02
- STRADA WEALTH MANAGEMENT, LLC
Firm CRD 167718 · TX · Reported as state-registered
Registration date: 2014-01-07
- HOLDFAST WEALTH MANAGEMENT, LLC
Firm CRD 168007 · TX · Reported as state-registered
Registration date: 2013-06-25
- WEALTH KEEPERS
Firm CRD 168008 · TX · Reported as state-registered
Registration date: 2021-02-26
- SHRI ADVISORS
Firm CRD 168207 · TX · Reported as state-registered
Registration date: 2020-09-30
- ALCONBURY TRUST L.L.C
Firm CRD 168312 · TX · Reported as state-registered
Registration date: 2017-08-03
- GUIDEWAY FINANCIAL, LLC
Firm CRD 168317 · TX · Reported as state-registered
Registration date: 2013-09-11
- LINCH FINANCIAL, LLC
Firm CRD 168464 · TX · Reported as state-registered
Registration date: 2013-09-18
- HAMILTON FINANCIAL PLANNING LLC
Firm CRD 168483 · TX · Reported as state-registered
Registration date: 2013-10-03
- ALTAMIRA CAPITAL MANAGEMENT LLC
Firm CRD 168486 · TX · Reported as state-registered
Registration date: 2013-08-27