financial-advisory in California
3418 listed in this state. 3415 meet the license evidence bar. This category page is indexed.
Connecticut eLicense businesses. Issuing source: Connecticut Department of Consumer Protection. Official record: https://data.ct.gov/d/ngch-56tr.
California child care centers. Issuing source: California Department of Social Services. Official record: https://data.ca.gov/dataset/community-care-licensing-facilities.
Connecticut professional firms. Issuing source: Connecticut Department of Consumer Protection. Official record: https://data.ct.gov/d/ngch-56tr.
Florida architecture firms. Issuing source: Florida Department of Business and Professional Regulation. Official record: https://www2.myfloridalicense.com/architecture-and-interior-design/public-records/.
Florida CPA firms. Issuing source: Florida Department of Business and Professional Regulation. Official record: https://www2.myfloridalicense.com/certified-public-accounting/public-records/.
Florida contractor trades. Issuing source: Florida Department of Business and Professional Regulation. Official record: https://www2.myfloridalicense.com/construction-industry/public-records/.
Delaware business licenses. Issuing source: Delaware Department of Finance, Division of Revenue. Official record: https://data.delaware.gov/d/5zy2-grhr.
Los Angeles active businesses. Issuing source: City of Los Angeles. Official record: https://data.lacity.org/d/6rrh-rzua.
Seattle business licenses. Issuing source: City of Seattle. Official record: https://data.seattle.gov/d/wnbq-64tb.
Iowa insurance producer and adjuster firms. Issuing source: Iowa Insurance Division. Official record: https://data.iowa.gov/catalog/dataset/668. Contains data from the Iowa Insurance Division, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).
Iowa licensed insurance companies. Issuing source: Iowa Insurance Division. Official record: https://data.iowa.gov/catalog/dataset/667. Contains data from the Iowa Insurance Division, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).
Iowa retail sales permit holders. Issuing source: Iowa Department of Revenue. Official record: https://data.iowa.gov/catalog/dataset/723. Contains data from the Iowa Department of Revenue, Tax Research Bureau, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).
Delaware asbestos abatement contractors. Issuing source: Delaware Division of Facilities Management. Official record: https://data.delaware.gov/d/f677-ahd9.
CMS healthcare facilities. Issuing source: Centers for Medicare & Medicaid Services. Official record: https://data.cms.gov/provider-data/about/program-overview.
Loaded ct, ca-child, ct-firm, fl-arch, fl-cpa, fl-contractor, us-sam, de, co-liquor, co-denver, tx-hhsc, tx-hotel, tx-sales, la-business, sea-business, nyc-child, mke-liquor, bos-board, bos-food, dc-bbl, nola-business, mpls-liquor, balt-liquor, ct-nursing, ct-alsa, ct-pharmacy, ct-substance, ia-insurance, ia-insurer, ia-preneed, ia-pharmacy, ia-assisted, ia-sales, dc-abca, hfd-food, de-wastewater, de-asbestos, cms-facility, ct-child, ct-auto, co-child, de-child.
File rows: 1363237. Listed businesses: 667214. Rows not listed: 696023. As of: each business shows the file date. A license is not a ranking, and payment does not change a record.
- SAGE GROUP CONSULTANTS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003522139-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- SALAMANDER INVESTMENTS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002738851-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- SENVEST MANAGEMENT LLC
License status: active. License type: Investment bankers & securities dealers. License number: 0002884602-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- STACKIN FINANCIAL, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003184690-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- WESTGARTH WINES, FINER THINGS IMPORTS
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002679979-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- WOOMIR LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003336149-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ARCHON PROTECTION INC
License status: active. License type: Investment bankers & securities dealers. License number: 0003151837-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- FDR PRESIDENTIAL SERVICES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002994247-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- GRANAHAN INVESTMENT MANAGEMENT INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003185560-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- POLEN CAPITAL CREDIT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003185571-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- EIG MANAGEMENT COMPANY, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003401750-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ADL INVESTMENTS L.L.C.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003556195-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AEIG GERSHON LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003022068-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AIA WEALTH MANAGEMENT INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003359716-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AVENTURINE FINANCIAL LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003131628-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CALLCITY INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002200169-0002-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CAPITAL ESCROW INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002439334-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CENTURY PLAZA CONSULTING LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003102122-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- COAST TO COAST GROUP LLC
License status: active. License type: Investment bankers & securities dealers. License number: 0003362423-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- EHN & FELDMAN SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002937673-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- HILLHURST WEALTH MANAGEMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003008479-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- JCF MARKETING SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003258460-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- JRM SAS INVESTMENTS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002746853-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- L. H. MOWBRAY & ASSOCIATES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000491291-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- LS INVESTMENT GROUP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003211080-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- MAK WEALTH MANAGEMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002935087-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ODYSSEY INVESTMENT PARTNERS LP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002029198-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ORDY INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003577595-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- PROGRESS HEALTH LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003261365-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- SIN CITY HOSPITALITY LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003459800-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- SUMMIT CAPITAL LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002756894-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- TENET HOLDINGS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003511029-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- VISHNU INVESTMENTS LLC
License status: active. License type: Investment bankers & securities dealers. License number: 0003499524-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- VORTEX REALTY INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003225060-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- WELLS FARGO CLEARING SERVICES LLC
License status: active. License type: Securities brokers. License number: 0000102572-0027-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AMC FINANCIAL & INSURANCE SERVICES CORP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003210337-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- NAVA CAPITAL INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003075222-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- OAKTREE LEGAL FUNDING INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003511290-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- TRINITY STONE INVESTMENTS, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003458764-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CULTIVATE CAPITAL LLC
License status: active. License type: Portfolio Management and Investment Advice. License number: 0003581780-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- GLOBAL COMMODITIES PLUS
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003354396-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- MULHOLLAND INVESTMENT GROUP LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002786237-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- TGC III HARBORSIDE LLC
License status: active. License type: Commodity contracts dealers. License number: 0003066282-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- MEKETA INVESTMENT GROUP, INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003182726-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- INK MY DOCS NOTARY SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002999550-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- 2000 FUEL CORP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002269559-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AMERICAN FINANCIAL INTEGRITY OF CALIFORNIA INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003543397-0004-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- APRODA FINANCE SERVICE
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002675478-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BARRI MONEY SERVICES, LLC
License status: active. License type: Commodity contracts dealers. License number: 0003498144-0003-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- DANDELION PAYMENTS INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003143888-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- JME PROPERTY INVESTMENT INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002742328-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- JP MORGAN CHASE BANK NA
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002508892-0028-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS REAL ESTATE US LLC
License status: active. License type: Portfolio Management and Investment Advice. License number: 0003578914-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- NORTHGATE GONZALEZ FINANCIAL LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002509478-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- VOYA INSTITUTIONAL PLAN SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002043223-0002-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ALAJA ENTERPRISE
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002559873-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CITY SKY TV INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003234711-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CREATE MY WEALTH LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003511186-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ENTERPRISE LENDING GROUP INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002760062-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- INVESTSURE INC.
License status: active. License type: Miscellaneous Intermediation. License number: 0003563129-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- LIBERTY QUEST FINANCIAL PARTNERS
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002641626-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- MAD INVEST LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003578484-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- MAXIE CORP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003172505-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- POPULUS FINANCIAL GROUP INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000727742-0056-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- SHELTON INSURANCE BROKERAGE
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002248949-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- STREAMLINE CAPITAL ADVISORS
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003577681-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- VUONG ORGANIZATION SECURITIES TRADING INC
License status: active. License type: Securities & commodity exchanges. License number: 0003597020-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- 20 PLUS INVESTMENT
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003551546-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- 21ST CENTURY ANNUITY SERVICES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000566614-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- 21ST CENTURY INSURANCE GROUP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000680802-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- 533 VDLP LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003042020-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- A STEP AHEAD FINANCIAL INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000100935-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AAA FINANCIAL SERVICES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002590211-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ACCOMMODATOR FINANCE COMPANY
License status: active. License type: Securities & commodity exchanges. License number: 0002321184-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ACCREDITED FMS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002580743-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ACCU FOOD INC
License status: active. License type: Commodity contracts brokers. License number: 0000894080-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ADAM JUSTIN RABIN INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002295355-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ADLER REALTY INVESTMENTS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000651649-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AKS INVESTMENT PROPERTIES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000988905-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ALLEGIANCE FINANCIAL GROUP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000629892-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AMERICAN ALTERNATIVE ASSETS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003462300-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- AMERICAN EXPRESS FINANCIAL ADVISORS
License status: active. License type: Securities brokers. License number: 0000528717-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- APOLLO INSURANCE SOLUTIONS GROUP LP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003074867-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ARJES LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002629542-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- ASEGURA TU DINERO CORP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003045417-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- B/SPOKE DESIGN & BUILD LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003542070-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BD1981 INVESTMENTS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003549924-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BEST DEAL PROPERTIES LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002660646-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BEST MERCHANT SERVICES
License status: active. License type: Investment bankers & securities dealers. License number: 0003476427-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BIG DADDY INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003227768-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BL DESIGN LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002733974-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BLACKSTONE BROKERAGE GROUP, INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003416853-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BRIDGESTONE CAPITAL LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003486316-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BROOKSIDE WEALTH MANAGEMENT, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003020696-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- BWS FINANCIAL INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002360647-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CALLAHAN &CALLAHAN ASSET MANAGEMENT, INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002017640-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CAPITOL INSURANCE & FINANCIAL SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002669793-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CERTIFIED STRATEGIES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002985523-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CHARLES SCHWAB/CO INC
License status: active. License type: Securities brokers. License number: 0000206440-0005-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
- CHELSEA MANAGEMENT COMPANY
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000972152-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.