Companies starting with B

B P Financial Associates, LLC

Blake Parrish 649 NW Newstead Terrace Beaverton, OR 97006-9220
  • Date of Joining Protocol 1/4/13

B.C. Ziegler and Company

Elizabeth Watkins (312) 596-1627 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/13/10

Baker Avenue Asset Management LP

Jerry Luff (415) 986-1110 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/7/14

Baldwin Management LLC

Peter H. Havens (610) 260-1555 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/19/10

Ballast Advisors, LLC

Sharron E. Ash, Esq.

(201) 705-1200

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    1/12/2017

Bank Fund Equities, Inc.

David Jones (276) 628-5910 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/28/14

BankPlus Wealth Management, LLC

David Cleland

(601) 607-4275

 

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

     

    6/23/2016

Bannerstone Capital Management, LLC

  • Date of Joining Protocol 11/20/08

Barclay Breland Family Office

Christopher Kelly (561) 275-2842 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/11/14

Barclays Wealth, Americas*

Wealth management division of Barclays Bank PLC, functioning through Barclays Capital Inc. in the US

Frances M. Nicastro, Esq.

(212) 526-1375

This email address is being protected from spambots. You need JavaScript enabled to view it.


*See specific qualifications regarding this firm

 

  • Date of Joining Protocol

    10/7/2011

     

    Withdrew as Member (Effective July 18, 2016)

Bass Investors, LLC

Natalia Montenegro (786) 247-3973 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/21/09

Bavelier Wealth Management, LLC

Corey S. Kupfer (201) 705-1200 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/30/14

Bay Colony Advisory Group, Inc.

John W. Ohl (978) 369-7200 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/30/15

Baystate Wealth Management, LLC

Thomas N. O'Connor Esq. (617) 585-4543 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/17/14

BB&T Securities, LLC, f/k/a Scott & Stringfellow, LLC*

Alex Cecil, CCO

(804) 787-8242

This email address is being protected from spambots. You need JavaScript enabled to view it.


Bryan Cram

(804) 782-8855

This email address is being protected from spambots. You need JavaScript enabled to view it.


Arlene Blythe, First Vice President

(804) 782-8739

This email address is being protected from spambots. You need JavaScript enabled to view it.


Sheri Lewis, AVP - Compliance Risk Officer

(804) 780-3260


*See specific qualifications regarding this firm

  • Date of Joining Protocol

    August 24, 2010 Re-executed Joinder Agreement on November 11, 2013

BCG Securities, Inc.

Adam J. Paglione (856) 393-1919 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/30/09

Beacon Capital Advisors, Inc.

Glenn H. Person, Jr. (336) 272-7584 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/6/09

Beacon Pointe Advisors

Shannon E. Eusey (949) 718-1600 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol May 14, 2010 Withdrew as Member (Effective August 25, 2014)

Beacon Pointe Wealth Advisors

Matthew B. Cooper (949) 718-1600 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol August 28, 2009 Withdrew as Member (Effective August 25, 2014)

Beacon Wealth Consultants, Inc

Rick Laymon (540) 345-3891 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/4/13

Bedrock Wealth Management, LLC

Jeffrey A. Landers 917-602-6977 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/21/11

Beech Hill Securities, Inc.

Jodi Barna

(212) 350-7208

 

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    April 27, 2016

     

    Contact information amended 8/16/16

Beirne Wealth Consulting Services, LLC

James Betzig (203) 701-8975 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/6/13

Bell & Brown Wealth Advisors, LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/8/15

Bellweather Capital Management LLC

Victor K. Lai (415) 935-7492 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/16/11

Bellwether Investment Group, LLC

Notley S. Maddox (443) 877-6708 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/26/2011

Benjamin F. Edwards & Co., Inc.

Jane Matoesian (314) 480-1170 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/17/09

Benson Wealth Management L.L.C.

Christopher B. Benson 864-681-1560
  • Date of Joining Protocol 11/1/12

Bernie Wealth Consulting Services, LLC f/k/a Bernie Wealth Consulting, LLC (formerly BW Consulting, LLC)

John Beire 612 Wheelers Farms Road Milford, CT 06461 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/4/12

Berthel Fisher & Company Financial Services, Inc.

Tobi Peterman (319) 447-5700 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/29/10

BEST Direct Securities, LLC

Steven Zakrzewski (319) 575-5720 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/21/11

BetaFrontier, LLC f/k/a Core Global Asset Management, LLC f/k/a RK Investment Advisors, LLC

Randy Kurtz (917) 763-3289 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/19/14

Beverly Hills Wealth Management, LLC

Mag Black 310 - 550 - 1980 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/22/10

BFT Financial Group, LLC

Stephen D. Tally (817) 354-1090 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/11/09

Bickmore, LLC

Tim Bickmore (801) 209-6021 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/7/15

Biltmore Capital Advisors, LLC

Joseph A. Dougherty (215) 665-5362 This email address is being protected from spambots. You need JavaScript enabled to view it.

John H. Uhlinger (Operations) (770) 391-4526 (770) 391-4560 (fax)

  • Date of Joining Protocol

    8/22/07

Biltmore Wealth Management, LLC

Kevin Sweeney (480) 998-1819 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 22, 2010 Withdrew as Member (effective June 18, 2013)

Biondo Asset Management, LLC

Eugenia Pavek (570) 296-5525 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/10/09

Bionic Capital LLC

Dean Erickson 310-601-8337 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/26/12

Birch Run Financial, LLC

Alexander F. Cabot 484-395-2190 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/9/12

Birch Run Investments, LLC

Christopehr E. Winn (617) 532-0925 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol December 6, 2016

Birkelbach Investment Securities, Inc.

Christopher Wurtzinger 312-853-2820 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/22/12

Bischoff Wealth Management Group, LLC f/k/a Alcipion Wealth Management, LLC

Brian Bischoff (317) 506-5428 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol May 12, 2014 contact information amended 9/30/15

Blair Hall Advisors, LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/27/14

Blossom Wealth Management LLC

George Salter III (925) 833-9999 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/30/09

Blue Chip Divas, Inc f/k/a Main Street Ventures, Inc.

Melvin Ratcliff (772) 231-5800 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/19/12

Blue Creek Securities, LLC

Robert C. Mayes (256) 704-5111 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/27/09

Blue Moon Wealth Advisory, LLC

Joel D. Cambern, Jr. (206) 953-1166 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/15/14

Blue Ocean Wealth Management, LLC

Joshua E. Ballard

(727) 243-3030

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    8/11/2016

Blue Prairie Group, LLC

Matthew Gnabasik (312) 376-8435 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/10/09

Blue Water Wealth, Inc.

Nancy Congdon 503-296-8700 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/18/12

Bluefin Investment Management, LLC

Brian Russell (904) 834-3309 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/9/15

Bluepoint Investment Counsel, LLC ( f/k/a Avector Wealth Management, LLC.)

Michael Hull 608.828.6286 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/13/12

Boenning & Scattergood, Inc.

Michael A. Galantino 610-862-5366 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/8/12

Bolton Global Capital Inc. d/b/a Delta Equity Services Corporation

Steven Preskenis (978) 779-5361, ext. 2219

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    2/6/08

Bolton Securities Corporation

Steven Preskenis (978) 779-5361 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/23/13

Boston Standard Wealth Management, LLC

Zack Bouchard (781) 721-0072 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/15/11

Bounds & Company LLC

Christopher Bounds (561) 797 - 0013 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/6/09

BP Management, S.C.

Patrick J. Burns, Jr.

(310) 275-5059

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    May 20, 2016

BPU Investment Management Inc.

Robert A. Unkovic (724) 837-1130 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/23/09

Brandell Wealth Management, LLC

Robert Holt (712) 420-5925 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/12/13

Breakwater Financial LLC

Christopher E. Winn

(617) 532-0925  

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

     

    2/24/2016

Breakwater Investment Management, LLC

Jay Turley (206) 624-9000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/14/09

Bremer Financial Services

Stephen E. Kruchten 651-312-3564 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/14/11

Brendel & Fisher Wealth Management, LLC f/k/a Alpine Financial Advisors, LLC

Stephanie Baird 603-643-4441 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/14/11

Brewer Investment Group, LLC Brewer Financial Services, LLC Brewer Investment Advisors, LLC

Anthony Paduano 212-785-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/25/09

BridgeLight Capital, LLC

Gary Stringer (480) 229-4255 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/28/15

Bridgerock Capital LLC

Chris DeLong

(417)861-1575

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    1/19/2017

Bridgeway Wealth Services, LLC

Michael Patrick (208) 991-9392 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/9/09

Bridgeworth Financial, LLC f/k/a BW Management, LLC

Stanley Funches 205-208-8700 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/8/12

Bridgeworth Financial, LLC

Stanley Funches 205-208-8700 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/8/12

Bright Owl Investment Advisors

Jessica Yarch (855) 505-8855 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/31/14

Brighton Jones LLC

Alan Spragins (206) 329-5546 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/17/2009 - Withdrew as Member (Notice Provided November 14, 2011)

Brighton Wealth Management, Inc.

Alan Battles (801) 598-4968 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/23/09

Bristol Wealth Management LLC

John Horan (314) 599-7599 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/1/15

Broadleaf Partners, LLC

Douglas S. Mackay (330) 650-0921 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/5/09

Broker Dealer Financial Services Corp.

Lisa M. Smith (515) 727.6764 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/30/15

Brokers International Financial Services, LLC

Brian C. Propes This email address is being protected from spambots. You need JavaScript enabled to view it. Brian Aukes This email address is being protected from spambots. You need JavaScript enabled to view it. (877) 886-1939
  • Date of Joining Protocol 10-Mar-16

Bronfman E.L. Rothschild, L.P.

Hoyt R. Stastney, Esq.

(608) 416-4410

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    1/17/2017

Brookstone Securities, Inc.

Anthony L. Turbeville (863) 687-3679 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/6/10

Broomham Financial Services, LLC

Richard W. Broomham This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/19/12

Broussard Financial Group, Inc.

Jerry Broussard 337-643-8319 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/5/11

Brown Associates, Inc.

Allen C. Brown (423) 267-3776 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/4/10

Bruderman Brothers, LLC

Thomas A. Cattani, Esq. (845) 875-6502 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 02/27/17

Bryant Investment Management Group, LLC

Bill Bryant (919) 493-4614 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/2/10

BSH Financial Services, LLC

Bernard L. Pylitt (317) 464-1100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/9/08

Buckingham Asset Management, LLC

Richard Gill (646) 519-2456 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/12/2009 Withdrew as Member (Notice Provided July 23, 2012)

Buckley Wealth Management, LLC

Patrick J. Burns, Jr.

(310) 275-5059

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    02/16/2017

BWA LLC dba Bucher Wealth Advisors

Brett Bucher (650)286-9606 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/4/10