Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Janak R. DesaiSt. Augustine, FL | Dmk Advisor Group, Inc. | Adviser and broker | – | Atlas | 2023 |
| 2Joshua H. HoganLutz, FL | Dmk Advisor Group, Inc. | Adviser only | – | Atlas | 2023 |
| 3Juan C. Melendez-CaleroLutz, FL | Dmk Advisor Group, Inc. | Adviser and broker | – | Atlas | 2026 |
| 4Sunil D. MisraOrange Park, FL | Dmk Advisor Group, Inc. | Adviser and broker | ChFC | Atlas | 2009 |
| 5Jorge R. PerezLutz, FL | Dmk Advisor Group, Inc. | Adviser and broker | – | Atlas | 2017 |
| 6Ruben Rodriguez-DominguezLutz, FL | Dmk Advisor Group, Inc. | Adviser and broker | – | Atlas | 2015 |
| 7Harold A. SchwartzLutz, FL | Dmk Advisor Group, Inc. +1 more | Adviser and broker | – | Atlas | 2006 |
| 8Stephen C. WestveerLutz, FL | Dmk Advisor Group, Inc. | Adviser and broker | – | Atlas | 2023 |
| 9Alan R. WooleverLutz, FL | Dmk Advisor Group, Inc. | Adviser and broker | – | Atlas | 2014 |
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.