CEFEX Advisor

Registered Firms

Sort list by clicking on the column heading. Click on company name to view registration details.

Registration No Company Registration Type Date Registered State Country
CFX10007 Slavic Mutual Funds Management Corporation Investment Advisor Certification 09/05/2006 FL United States
CFX10002 Ingham Russell Investment Advisors Inc. Investment Advisor Certification 09/12/2006 FL United States
CFX10005 Unified Trust Company Investment Advisor Certification 10/10/2006 KY United States
CFX10008 CBIZ Retirement Plan Advisory Services Investment Advisor Certification 12/20/2006 OH United States
CFX10009 Lindner Capital Advisors Inc. Investment Advisor Certification 12/20/2006 GA United States
CFX10028 BeManaged Investment Advisor Certification 04/16/2007 MI United States
CFX10017 AMDG Financial Investment Advisor Certification 05/09/2007 MI United States
CFX10026 South Texas Money Management, Ltd. Investment Manager Certification 06/19/2007 TX United States
CFX10030 Savant Capital, LLC dba Savant Capital Management Investment Steward Certification 06/26/2007 IL United States
CFX10032 Savant Capital, LLC dba Savant Capital Management Investment Advisor Certification 07/26/2007 IL United States
CFX10034 Foster Group Investment Advisor Certification 08/27/2007 IA United States
CFX10035 Canon Capital Investment Advisory Investment Advisor Certification 09/19/2007 PA United States
CFX10045 Plancorp, LLC Investment Advisor Certification 09/21/2007 MO United States
CFX10047 Rogers Wealth Group, Inc. Investment Advisor Certification 10/18/2007 TX United States
CFX10044 Beaird Harris Wealth Management, Inc. Investment Advisor Certification 10/18/2007 TX United States
CFX10130 Ingham Retirement Group ASPPA Administration Services Certification 10/22/2007 FL United States
CFX10041 Pinnacle Financial Services Inc. ASPPA Administration Services Certification 10/22/2007 FL United States
CFX10043 Ingham Retirement Group ASPPA Recordkeeping Services Certification 10/22/2007 FL United States
CFX10052 Carlson Capital Management, LLC Investment Advisor Certification 11/26/2007 MN United States
CFX10048 Petersen Hastings Investment Management Investment Advisor Certification 01/18/2008 WA United States
Page 1 of 12
1  2   3   4   5   6   7   8   9   10   11   12  

Complaints form

Contact

CEFEX, Centre for Fiduciary Excellence
416-693-9733

3 Penn Center West
Suite 400
Pittsburgh, PA 15276
412-504-0703

 |   |