Companies starting with T

T. S. Phillips Investments, Inc

Sharon Allman (405) 943-9433 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/29/11

T.H. Rapko & Company, LLC

Tom Rapko (617) 331-1784 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/4/13

T2 Asset Management, LLC

Dan Timotic (312) 925-4437 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/22/13

TA Capital Management, LLC

Aimee Baehr (609) 458-5899 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/26/14

TAE Capital Management, LLC

Michael S. Taaffe (941) 366-6660 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/20/10

TAG Securities, Inc.

Barbara Hale (972) 581-3000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/21/10

Tamar Securities LLC

Amit Stavinsky (818) 430 - 3922 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/3/10

Tampa Asset Management, LLC

Albert S. Grinnell (813) 228-4766 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/2/08

Tandragee Global Advisors, LLC.

Joseph Mara 561-578-5974 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/26/12

Tannin Capital, LLC

Sharron Ash

(205) 705-1200

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

  • Date of Joining Protocol

    04/27/2017

TBH Advisors, LLC

Travis S. Anderson

(615) 465.6397

 

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

  • Date of Joining Protocol

     

    6/1/2016

TCI Wealth Advisors, Inc.

Catherine Nichols

(520) 733-1477

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

  • Date of Joining Protocol

    12/29/2016

TCM Advisors, LLC

Tim Taylor 304-283-1925 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/2/08

TD Wealth Management Services, Inc.(formerly Commerce Capital Markets, Inc.)

Joseph A. Dougherty (215) 655-5362 This email address is being protected from spambots. You need JavaScript enabled to view it.

Joseph Englert (856) 533-2940

  • Date of Joining Protocol

    12/14/06

TDC Advisors, Inc

Todd Calamita (704) 276 - 7325 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/28/10

Teak Tree Capital Management, LLC (formerly Rogers Wealth Management, LLC)

Adam Deem (817) 744-8450 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/9/09

Tehrani Wealth Management, LLC

Shawn Tehrani 602-524-0420 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/15/10

Tejas Financial Advisors, LLC

Oscar Lopez, Manager

956-516-7775

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

  • Date of Joining Protocol

    11/03/2016

Telemus Capital, LLC

Eric C. Oppenheim

(248) 827-0103

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

  • Date of Joining Protocol

    06/13/2017

Telemus Investment Brokers, LLC

Catherine Farley

(248) 827-0129

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

  • Date of Joining Protocol

    2/14/07

     

    Contact no longer with the firm (8/18/16)

Tembion Capital Management, LLC

Mark J. Jenson 404 Kiva Court, Suite A Santa Fe, NM 87505 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/30/12

Tempus Wealth Planning, 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

    11/04/2016

TenBridge Partners, LLC

Kate Dostert (971) 277-1077
  • Date of Joining Protocol 1/4/12

Tetley Investments, LLC

Philip E. Tetley 815-782-1250 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/11/12

Texas Bank and Trust*

Amy Proctor

(903) 295.4250

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

Texas Bank and Trust is no longer a signatory to the Broker Protocol, effective August 5, 2016


 

*See specific qualifications regarding this firm

  • Date of Joining Protocol

    9/30/15

    Withdrew August 5, 2016

The Bogdahn Group

Peter C. Godfrey (716) 856-4000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/8/14

The Confluent Group

David Gross

(917) 209-4800

 

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

  • Date of Joining Protocol

     

    3/30/2016

The Driscoll Group Inc.

Kevin Driscoll (904) 620-9993 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/22/10

The ETF Store, Inc.

Nathan Geraci (877) 365-3837 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/16/10

The Fauser Group, 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

    04/06/2016

The Financial Group, LLC

Bill Yoder (931) 393-2265 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/24/14

The First National Bank of Ballinger

Greg W. Schwertner 325-365-4175 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/20/12

The Fishel Group, Inc.

Richard B. Fishel (303) 488-3428 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/31/09

The Frazer Lanier Compnay, Incorporated

Susan Waldrop (334) 265-8523 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/16/15

The Investment Center, Inc.

Doug Wright (908) 707-4422 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/19/09

The Jeffrey Matthews Financial Group, LLC

Gene Stice (973) 805-8052 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/24/14

The Kavits/Frey Group, LLC

Gary J. Frey (571) 313-0485 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/19/10

The Kerr Mowry Porush Group, LLC

W. Scott Mowry (804) 725-6448 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/5/09

The Mather Group, Inc.

Stewart Mather (630) 537-1078 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol February 18, 2011 - Withdrew as Member (Notice Provided May 25, 2011)

The Meakem Group, LLC

Traci M. Richmond 301-775-4805 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/24/12

The Monroe Team, Inc

Kelly Monroe (650) 262-0130 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/14/14

The Oak Ridge Financial Services Group, Inc.

Thomas Herstad (763) 923.2245 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/20/15

The Prudent Expert, LLC

Jonathan D. Harris

(317) 689-8931

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

  • Date of Joining Protocol

    12/8/15

    Withdrew as Member (Notice Provided November 29, 2016

The Retirement Planning Group

Ryan Costello (913) 498-8898 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/9/07

The Simmons Partnership, LLC

James Simmons (443) 470-8000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/1/11

The Strategic Financial Alliance, Inc.

Chet C. Payne (678) 954.4020 This email address is being protected from spambots. You need JavaScript enabled to view it. Julie Sullivan This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/15/15

The Weston Banks Company, LLC

Paul J. Foley (336) 714-7396 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/18/10

The Zick Whitted Taub Group Inc. f/k/a Zick Whitted Group, Inc.

Allen Zick (845) 294-0955 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/19/09

Thomas Financial Associates Inc.

Frederick H. Thomas (888) 540-2824 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/19/10

Thomas Investment Management

Marc Thomas (213) 928-3418 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/23/10

Thomas Leo Advisory, LLC

Leo Arms 612-208-1641 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/3/11

Three Bell Capital, LLC

Jon Porter (650) 843-9836 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/1/13

Three Bridge Wealth Advisors, LLC

Dalila Acuna (415) 785-7762 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/6/09

Thurston, Springer, Miller, Herd & Titak, Inc.

Brian Sweeney

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

  • Date of Joining Protocol

    1/23/09

    Contact information amended April 13, 2017

Tidewater Wealth Advisors LLC

Bill Chisolm, Jr. This email address is being protected from spambots. You need JavaScript enabled to view it. (912) 629-7704
  • Date of Joining Protocol 8/2/11

Tigress Financial Partners LLC

Velina Miteva

(212) 235-0123

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

  • Date of Joining Protocol

    May 19, 2016

Titleist Asset Management

Joe-Ben O'Banion 210 826 2424 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/22/11

TJM Institutional Services, LLC

John Burke (312) 432-5110 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/1/15

TLA Capital Management, LLC

Violette Ahn (650) 610-9363 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/23/10

Tom Powell Investment Management

Thomas Powell (208) 344-1545 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/22/11

Tomren Wealth Management

Michael Tomren

(925) 830-1700

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

  • Date of Joining Protocol

    01/26/2017

Tortuga Wealth Management, Inc.

Kevin Bidenkamp (310) 906 - 0517 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/14/10

Total Wealth Advisors, LLC

Paul McCoy (952) 923-2451 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/9/13

Total Wealth Planning and Management f/k/a Tomes Wealth Planning and Management, Inc.

Richard Tomes (866) 568-0003 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/14/12

ToTy, Inc.

Joe Bitz (701) 223-7274 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/11/09

Tower Square Securities, Inc.

James P. Huang (212) 578-4912 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/27/09

Tower Wealth Advisors, Inc.

Kraig "Chip" Krueger

(630) 682-1888

 

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

  • Date of Joining Protocol

     

    2/18/2016

Towerpoint Wealth, LLC

Arden Dion

(212) 373-1093

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

  • Date of Joining Protocol

    05/31/2017

Towne Investment Group

Ken Wren, Jr. (757) 638-6856 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol September 23, 2013

TP Investment Advisory Services, LLC

Tom Padilla (610) 254-0451 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/11/11

TPG Advisors LLC dba The Phillips Group Advisors

Larry Michael Phillips 818 - 444 - 0280 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/16/09

Tradewinds Capital Management

Bryant J. Engebretson (360) 715-9000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/2/14

TransAm Securities, Inc. Certified Advisory Corp.

Barry M. Smith (407) 869-9800 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/26/10

Transamerica Financial Advisors, Inc.

Tiffany Taylor (727) 557-2297 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/1/10

Traynor Capital Management

Jean Hanna Bickart (610) 341-1019 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/2/13

Trend Modus Capital Management LLC

Robert Dubois (913) 980-6382 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/19/10

TRH Financial LLC d/b/a Hawkins Wealth Management

Timothy Hawkins

(319) 626-3580

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

  • Date of Joining Protocol

    3/13/2017

Tri Counties Bank

Jan M. Krug (530) 888-8900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/25/11

Triad Advisors, Inc.

Nathan M. Stibbs (678) 387-3010 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/2/08

Triad Hyrbid Solutions, LLC

David Belotte (770) 840-6042 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/11/15

TriCor Financial, LLC

Jason Swobe (702) 254-1263 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/1/10

Trinity Planning Group, LLC ("Trinity Planning Group")

Willard Knox (212) 785-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/13/15

Triune Capital Advisors, LLC

Jason Craig (704) 714-2202 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/28/11

tru Independence Asset Management, LLC

Craig Stuvland (971) 371-3448 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/19/15

True Horizon 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 2/14/13

True North Capital Group, Inc.

Gary Poling (303) 302-0626 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/1/09

True North Global Research, Inc.

Mark Breneman This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/31/12

True Private Wealth Advisors, LLC f/k/a Allatice Wealth Advisors, LLC.

Brett Davis (971) 202-2810 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/26/12

TrueFG, LLC dba True Financial Group

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 02/27/17

Trustmont Financial Group, Inc.

Peter Danial Dochinez (724) 468 - 5665 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/31/09

TrustTree Financial LLC

Bandon R. Opre

(754) 703-6773

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

  • Date of Joining Protocol

    04/26/2017

TTHH, LLC

Oran E. Teater 541-382-1406 Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/20/11

Twelve Points Capital LLC

Emanuel Frangiadakis (978) 318-9500 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/27/14

Twelve Points Wealth Management LLC

Emanuel Frangiadakis (978) 318-9500 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/27/14

TWM Group LLC d/b/a Tower Financial

Jeffrey Vitt (908) 581-4304 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/13/10

Twombly Asset Management LLC

Margaret Twombly

(847)256-0900

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

  • Date of Joining Protocol

    11/16/2016

TWPTX, LLC (d/b/a Total Wealth Partners)

John Barrett (832)

423-3428

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

  • Date of Joining Protocol

    April 6, 2017

    (d/b/a name corrected May 5, 2017) 

TWS Financial, LLC

Robert Shapiro (202) 449-7260 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/17/10