Know where the
information comes from.
A useful directory makes its sources and limitations easy to understand.
The supplied broker directory
We imported 63,616 professional records from “Copy of 10.19 Master Broker AllDataFieldsAvailable 2.xlsx” on September 16, 2026. Each source row has a distinct CRD identifier. The workbook was created in September 2023; it does not specify a reliable snapshot date for every record.
Imported profiles show recorded names, professional roles, broker-dealer affiliations, branch city and state, business emails, direct business phone numbers, and professional links where available. A CRD link helps visitors research the corresponding professional record. Importing a row does not confirm current registration, employment, or contact availability.
Business contacts, with context
Business-email and direct-dial fields are displayed as supplied after formatting checks. Formatting checks do not verify ownership, deliverability, or whether a phone number is active. Home addresses, home phone numbers, dates of birth, gender, and unverified regulatory-disclosure flags are excluded from the public directory.
The workbook has no dedicated firm-wide contact fields. Firm contact details are added from linked official websites when available. An individual’s email or phone is never presented as a firm’s general contact.
Researched profiles and affiliations
Editorial profiles use linked professional sources. Existing profile addresses are retained. Records with the same exact CRD identifier can be matched; similar names alone are insufficient evidence that two listings identify the same person. Historical broker-dealer affiliations may differ from a current advisory-firm relationship.
Awards and community recognition
Our 2025 and 2026 awards collection is a selected guide to published third-party honors. Each card identifies the issuer, category, year, result, and source. Community Choice is our separate public voting program. Directory size, source order, and contact availability never create an award or vote.
Help keep the directory useful
Use our corrections page to flag an outdated detail or request removal. Include the profile and a current professional source so the request can be reviewed.