2018

A.W. Jones Private Advisors, LLC

Thomas J. Haug (646) 992-9052 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 18, 2018

Amore Ambro, LLC

Louis C. Ambrosio

(516) 884-8509

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

  • Date of Joining Protocol

    2/2/2018

Aviance Capital Partners, LLC

Jeffrey S. Pike (239) 598-4747 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 5, 2018

Beacon Wealthcare, Inc.

Samuel Q. Bass, Jr. (919) 821-5225 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 9, 2018

Cassini Capital Management, LLC

Brian Clark (850) 212-2434 This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    January 24, 2018

Chicago Capital LLC

James Weyerhaeuser (253) 232-4931 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 11, 2018

CT Financial Partners

Katherine Kettle, Esq. (212) 785-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 19, 2018

Cypress Weatlh Services

Marc Koven (760) 834-7219 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 8, 2018

Drury Wealth Management, LLC

Gery Sadzewicz (815) 286-4029 This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    January 23, 2018

Firestone Capital Management, Inc.

Carlos A. Carbonell (305) 669-2119 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 2, 2018

Fund Direct Advisors, Inc.

Ryan Foster

336-544-6583

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

  • Date of Joining Protocol

    2/21/2018

GEN Financial Management, Inc.

Lisa Hemmer

952-513-1466

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

  • Date of Joining Protocol

    2/6/2018

H.M. Payson & Co.

Derek Blackburn

(207) 772-3761

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

  • Date of Joining Protocol

    2/16/2018

JGP 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 January 12, 2018

Kanani Advisory Group

David Kanani

  • Date of Joining Protocol

    2/8/2018

KCS Wealth Advisory, LLC

Kenneth Waltzer

(310) 734-4740

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

  • Date of Joining Protocol

    2/15/2018

Legacy One Finanical Advisors, LLC

Patrease Rogers (512) 342-0202 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 11, 2018

MA Private Wealth, LLC f/k/a Orson 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

    January 25, 2018


    Updated information on February 12, 2018

Old City Partners, LLC

Eytan Feldman (212) 671-1976 This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    January 23, 2018

One Day in July LLC

Dan Cunningham (802) 881-9020 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 2, 2018

Saorsa Wealth Management, LLC

Katherine Kettle, Esq. (212) 785-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 17, 2018

Swaine & Leidel Wealth Services, LLC

Will Swaine

(863) 385-1101

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

 

  • Date of Joining Protocol

    2/15/2018

Third Seven Capital Advisors

Donald Kahler (917) 828-1718 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 3, 2018

Victrix Investment Advisors

William D. Thompson IV

(917) 454-8724

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

  • Date of Joining Protocol

    2/10/2018

Wiss Wealth Advisors LLC

Cameron Andre, CFP

973-577-2591

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

  • Date of Joining Protocol

    2/20/2018