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.
- SIEGEL ASSET MANAGEMENT PARTNERS
Firm CRD 310741 · TX · Reported as state-registered
Registration date: 2021-01-22
- 545 INVESTMENTS
Firm CRD 310799 · TX · Reported as state-registered
Registration date: 2022-04-26
- QUOINAGE CAPITAL LLC
Firm CRD 310802 · TX · Reported as state-registered
Registration date: 2020-09-30
- RETIRE WITH SWAN
Firm CRD 310807 · TX · Reported as state-registered
Registration date: 2023-03-09
- KOPKIN CAPITAL MANAGEMENT, LLC
Firm CRD 310851 · TX · Reported as state-registered
Registration date: 2022-02-01
- AZURE SKY FINANCIAL LIFE PLANNING, LLC
Firm CRD 310867 · TX · Reported as state-registered
Registration date: 2020-10-29
- EXOS WEALTH STRATEGIES, LLC
Firm CRD 310869 · TX · Reported as state-registered
Registration date: 2020-10-19
- HOZIE CONSULTING
Firm CRD 310894 · TX · Reported as state-registered
Registration date: 2021-01-24
- RETIREMENT SYSTEMS LLC
Firm CRD 310927 · TX · Reported as state-registered
Registration date: 2022-04-29
- A-TEAM ADVISORS
Firm CRD 310941 · TX · Reported as state-registered
Registration date: 2020-11-18
- INTEGRITY FINANCIAL PLANNING, LLC
Firm CRD 310974 · TX · Reported as state-registered
Registration date: 2020-10-30
- JSSR CAPITAL LLC
Firm CRD 311066 · TX · Reported as state-registered
Registration date: 2025-01-09
- SOVEREIGN ASSET ADVISORS LLC
Firm CRD 311083 · TX · Reported as state-registered
Registration date: 2020-11-02
- REAL WEALTH PLANNING
Firm CRD 311106 · TX · Reported as state-registered
Registration date: 2020-11-10
- LAWRENCE, ALAN
Firm CRD 311160 · TX · Reported as state-registered
Registration date: 2023-01-19
- TRIUMPH PRIVATE WEALTH
Firm CRD 311199 · TX · Reported as state-registered
Registration date: 2023-02-20
- VISION TECH FINANCIAL ADVISORS
Firm CRD 311263 · TX · Reported as state-registered
Registration date: 2020-11-02
- JOHN LINE, CPA, INC.
Firm CRD 311399 · TX · Reported as state-registered
Registration date: 2020-11-30
- ALEXANDER, DEAN D.
Firm CRD 311403 · TX · Reported as state-registered
Registration date: 2021-07-01
- MOVEUP FINANCIAL LLC
Firm CRD 311423 · TX · Reported as state-registered
Registration date: 2020-12-19
- RINCON WEALTH MANAGEMENT
Firm CRD 311430 · TX · Reported as state-registered
Registration date: 2021-04-15
- NEXT STEP FINANCIAL TRANSITIONS
Firm CRD 311472 · TX · Reported as state-registered
Registration date: 2021-01-05
- SONMORE FINANCIAL LLC
Firm CRD 311485 · TX · Reported as state-registered
Registration date: 2021-01-05
- ALPHA-TECH INVESTMENTS, LLC
Firm CRD 311490 · TX · Reported as state-registered
Registration date: 2020-11-13
- PILOT RETIREMENT ADVISORS
Firm CRD 311507 · TX · Reported as state-registered
Registration date: 2020-12-22