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.
3,336 published state registrations on 3,336 distinct firm CRDs.
- HEARTH CAPITAL MANAGEMENT
Firm CRD 111947 · CA · Reported as state-registered
Registration date: 1992-05-28
- RCV FINANCIAL SERVICES
Firm CRD 111954 · CA · Reported as state-registered
Registration date: 1998-04-13
- KENNETH E. BOONE WEALTH MANAGEMENT, LLC
Firm CRD 111971 · CA · Reported as state-registered
Registration date: 1987-02-27
- KOBATA FINANCIAL
Firm CRD 112001 · CA · Reported as state-registered
Registration date: 1998-07-16
- GERALD BUTRIMOVITZ WEALTH ADVISORY
Firm CRD 112015 · CA · Reported as state-registered
Registration date: 1988-03-01
- JACKSON ASSET MANAGEMENT, INC
Firm CRD 112052 · CA · Reported as state-registered
Registration date: 1996-10-28
- SIERRA CAPITAL MANAGEMENT
Firm CRD 112055 · CA · Reported as state-registered
Registration date: 1999-09-13
- DBA STEIN INVESTMENT SERVICES
Firm CRD 112135 · CA · Reported as state-registered
Registration date: 1985-01-17
- DIVERSIFIED PLANNING CONCEPTS, INC.
Firm CRD 112229 · CA · Reported as state-registered
Registration date: 2005-04-27
- LA JOLLA ASSET MANAGEMENT, INC.
Firm CRD 112327 · CA · Reported as state-registered
Registration date: 2012-05-30
- SULLIVAN CAPITAL MANAGEMENT
Firm CRD 112365 · CA · Reported as state-registered
Registration date: 2011-07-19
- LINDA A. WALKER, CFP
Firm CRD 112473 · CA · Reported as state-registered
Registration date: 1997-08-08
- ACCUMULATION STRATEGIES
Firm CRD 112502 · CA · Reported as state-registered
Registration date: 1998-09-24
- GREGORY ADVISORS INC.
Firm CRD 112537 · CA · Reported as state-registered
Registration date: 2012-05-21
- WEIL ASSOCIATES, INC.
Firm CRD 112616 · CA · Reported as state-registered
Registration date: 1994-05-12
- FINANCIAL TELESIS COMPANY
Firm CRD 112804 · CA · Reported as state-registered
Registration date: 1999-02-17
- MERIDIAN WEALTH MANAGEMENT, INC
Firm CRD 112845 · CA · Reported as state-registered
Registration date: 2005-07-11
- DOUGLAS W. JONES ASSOCIATES FINANCIAL & INSURANCE SERVICES, INC.
Firm CRD 112862 · CA · Reported as state-registered
Registration date: 1992-05-05
- BFF WEALTH MANAGEMENT, INC.
Firm CRD 112877 · CA · Reported as state-registered
Registration date: 2002-07-01
- ROSLUND, JOHN CABELL
Firm CRD 112929 · CA · Reported as state-registered
Registration date: 1999-01-01
- MARELLO INVESTMENT ADVISORS, INC.
Firm CRD 112946 · CA · Reported as state-registered
Registration date: 2001-08-20
- FERNANDEZ FINANCIAL ADVISORY, LLC
Firm CRD 112954 · CA · Reported as state-registered
Registration date: 2005-04-06
- PROFIT STRATEGIES, INC.
Firm CRD 112976 · CA · Reported as state-registered
Registration date: 2001-04-17
- CLIFFORD FINANCIAL PLANNING, INC.
Firm CRD 112978 · CA · Reported as state-registered
Registration date: 1998-01-01
- DAVID DE KOEKKOEK, CFP, EA
Firm CRD 113080 · CA · Reported as state-registered
Registration date: 1995-12-18