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.
- EAGLES COAST WEALTH MANAGEMENT, LLC
Firm CRD 297423 · TX · Reported as state-registered
Registration date: 2024-10-31
- COMPOSEDPRO, INC.
Firm CRD 297440 · TX · Reported as state-registered
Registration date: 2019-11-26
- RNS WEALTH MANAGEMENT, LLC
Firm CRD 297486 · TX · Reported as state-registered
Registration date: 2018-08-16
- VERSAI WEALTH MANAGEMENT LLC
Firm CRD 297528 · TX · Reported as state-registered
Registration date: 2018-08-29
- THE PACIFIC GROUP
Firm CRD 297601 · TX · Reported as state-registered
Registration date: 2019-12-05
- WHITE MCGOWAN
Firm CRD 297785 · TX · Reported as state-registered
Registration date: 2018-10-25
- SAFE LANDING FINANCIAL
Firm CRD 297835 · TX · Reported as state-registered
Registration date: 2018-08-16
- ZAKI FINANCIAL LLC
Firm CRD 297921 · TX · Reported as state-registered
Registration date: 2024-08-27
- BEACON FINANCIAL PLANNERS, INC
Firm CRD 297938 · TX · Reported as state-registered
Registration date: 2018-12-10
- BISON WEALTH MANAGEMENT, LLC
Firm CRD 297943 · TX · Reported as state-registered
Registration date: 2018-08-07
- STONE WEALTH STRATEGIES
Firm CRD 297961 · TX · Reported as state-registered
Registration date: 2019-04-23
- TUYYO PLANNING GROUP
Firm CRD 298052 · TX · Reported as state-registered
Registration date: 2018-09-12
- SANTA MONICA WEALTH MANAGEMENT, LLC
Firm CRD 298174 · TX · Reported as state-registered
Registration date: 2018-09-28
- ENDURE RETIREMENT LLC
Firm CRD 298200 · TX · Reported as state-registered
Registration date: 2018-09-17
- A-TEAM FINANCIAL INVESTMENTS
Firm CRD 298219 · TX · Reported as state-registered
Registration date: 2021-11-09
- 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 · 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 · TX · Reported as state-registered
Registration date: 2018-10-22
- CATALANO FINANCIAL
Firm CRD 298405 · TX · Reported as state-registered
Registration date: 2018-09-28
- TAG WEALTH ADVISORS
Firm CRD 298446 · TX · Reported as state-registered
Registration date: 2022-09-09
- ENVISION WEALTH PLANNING INC.
Firm CRD 298672 · TX · Reported as state-registered
Registration date: 2022-02-01
- RIDGELINE ASSET MANAGEMENT, LLC
Firm CRD 298744 · TX · Reported as state-registered
Registration date: 2018-12-03
- TITANIA INVESTMENTS LLC
Firm CRD 298862 · TX · Reported as state-registered
Registration date: 2018-12-20