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Form D
Form 3
Form 4
Form 5
Form 8-K
Form 10-Q
Form 10-K
Form Type
New RIA
CIK Firm Filing Date Filing Type
PCB Capital LLC [2025-04-07] IAPD
Polaris Financial Partners LLC [2025-04-07] IAPD
Forefront Asset Management LLC [2025-04-04] IAPD
Sands Capital Horizons LLC [2025-04-04] IAPD
Rampart Asset Management LLC [2025-04-03] IAPD
Complete Wealth Management LLC [2025-04-03] IAPD
Hedgeye Asset Management LLC [2025-04-03] IAPD
TONE Capital LLC [2025-04-02] IAPD
Cycap Partners LLC [2025-04-02] IAPD
Hackett Financial Group LLC [2025-04-02] IAPD
Provident Living Financial Services Inc [2025-04-01] IAPD
FRA Wealth Management LLC [2025-04-01] IAPD
Fortitude Private Wealth Inc [2025-03-31] IAPD
ARIS Investing LLC [2025-03-31] IAPD
Farnam Financial LLC [2025-03-31] IAPD
Servatus Capital LLC [2025-03-31] IAPD
Forever Financial Advisors LLC [2025-03-31] IAPD
Core Wealth Advisors LLC [2025-03-31] IAPD
Prospect Credit REIT Advisor LLC [2025-03-31] IAPD
Midwestern Financial LLC [2025-03-31] IAPD
Vilga Financial Planning LLC [2025-03-31] IAPD
Cassilly Financial Group LLC [2025-03-31] IAPD
Huffman & Ross Wealth Management LLC [2025-03-31] IAPD
AGL US DL Management LLC [2025-03-30] IAPD
Nye Wealth Management LLC [2025-03-30] IAPD
Militia Capital Management LLC [2025-03-29] IAPD
BDT & MSD BDC Management LLC [2025-03-28] IAPD
QM Advisors LLC [2025-03-28] IAPD
Jackson & Associates Inc [2025-03-28] IAPD
Stolzer Rothschild Levy LLC [2025-03-28] IAPD
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