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.
- EAGAN VENTURES LLC
Firm CRD 312499 · TX · Reported as state-registered
Registration date: 2021-03-26
- INTENTIONAL LIVING FP
Firm CRD 312500 · TX · Reported as state-registered
Registration date: 2021-02-25
- SIMPLIFIED WEALTH MANAGEMENT, LLC
Firm CRD 312513 · TX · Reported as state-registered
Registration date: 2021-05-28
- AIS ASSET MANAGEMENT
Firm CRD 312562 · TX · Reported as state-registered
Registration date: 2023-10-11
- STREET LIGHT WEALTH MANAGEMENT, LLC
Firm CRD 312577 · TX · Reported as state-registered
Registration date: 2021-04-07
- THE TEMPEST FINANCIAL GROUP PLLC
Firm CRD 312592 · TX · Reported as state-registered
Registration date: 2021-06-29
- EFC WEALTH MANAGEMENT FIRM LLC
Firm CRD 312671 · TX · Reported as state-registered
Registration date: 2021-05-10
- ANAVRIN CAPITAL MANAGEMENT, LP
Firm CRD 312720 · TX · Reported as state-registered
Registration date: 2021-08-18
- OPEN WEALTH MANAGEMENT LLC
Firm CRD 312743 · TX · Reported as state-registered
Registration date: 2021-08-18
- MALONE WEALTH VENTURES LLC
Firm CRD 312782 · TX · Reported as state-registered
Registration date: 2022-09-13
- BLACKBOX CAPITAL MANAGEMENT LLC
Firm CRD 312791 · TX · Reported as state-registered
Registration date: 2021-02-26
- KLESIS ADVISORS, LLC
Firm CRD 312793 · TX · Reported as state-registered
Registration date: 2022-06-29
- G.P. LEACH SECURITIES LLC
Firm CRD 312891 · TX · Reported as state-registered
Registration date: 2024-12-16
- E2 ADVISORY
Firm CRD 312972 · TX · Reported as state-registered
Registration date: 2022-02-14
- AQUIFER ASSET MANAGEMENT, LLC
Firm CRD 313002 · TX · Reported as state-registered
Registration date: 2021-04-21
- PERSONAL PROSPERITY LLC
Firm CRD 313044 · TX · Reported as state-registered
Registration date: 2021-03-10
- GEDDI CAPITAL LLC
Firm CRD 313214 · TX · Reported as state-registered
Registration date: 2021-05-12
- LTS FINANCIAL GROUP
Firm CRD 313215 · TX · Reported as state-registered
Registration date: 2021-04-21
- SANCUS WEALTH MANAGEMENT LLC
Firm CRD 313226 · TX · Reported as state-registered
Registration date: 2021-11-19
- NHABLA
Firm CRD 313311 · TX · Reported as state-registered
Registration date: 2025-01-09
- GNRFUNDS LLC
Firm CRD 313395 · TX · Reported as state-registered
Registration date: 2021-05-08
- MOUNT FINANCIAL FREEDOM
Firm CRD 313406 · TX · Reported as state-registered
Registration date: 2021-05-12
- PROVISOR ASSET MANAGEMENT LLC
Firm CRD 313434 · TX · Reported as state-registered
Registration date: 2021-12-03
- PREMCA LLC
Firm CRD 313444 · TX · Reported as state-registered
Registration date: 2021-06-14
- MERGENT WEALTH, LLC
Firm CRD 313559 · TX · Reported as state-registered
Registration date: 2021-08-18