CEFEX Advisor

Registered Firms

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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
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
CFX10051 Resource Consulting Group, Inc Investment Advisor Certification 01/18/2008 FL United States
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CEFEX, Centre for Fiduciary Excellence
416-693-9733

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

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