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Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Colten K. CordingleyRexburg, IDSand Creek Capital, LLCAdviser only–Atlas2025
2Warren K. CordingleyRexburg, IDSand Creek Capital, LLCAdviser and broker–Atlas2023
3Julie KosteleckyRexburg, IDSand Creek Capital, LLCAdviser only–Atlas2026
4Holly B. MillerRexburg, IDSand Creek Capital, LLCAdviser only–Atlas2026
5Mark R. MinarikRexburg, IDSand Creek Capital, LLCAdviser only–Atlas2014
6Keaton G. ParkinsonRexburg, IDSand Creek Capital, LLCAdviser only–Atlas2025
7Robert G. ParkinsonRexburg, IDSand Creek Capital, LLCAdviser and brokerCFPAtlas2023
8Curtis M. SimmonsRexburg, IDSand Creek Capital, LLCAdviser only–Atlas2019
9Luke J. SuttonRexburg, IDSand Creek Capital, LLCAdviser only–Atlas2019

From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.