Attending Companies

As of 6/20/19

ASSOCIATE FIRMS (Broker-Dealers, RIAs, Family Offices)
Accretive Wealth Management
Advisory Group Equity Services, Ltd.
American Portfolios Financial Services, Inc.
Arkadios Capital
Bay Capital Advisors, LLC
Berthel Fisher & Company Financial Services Inc
Cetera Financial Group
Claraphi Advisory Network, LLC
Coastal Equities, Inc.
Concorde Asset Management, LLC
Concorde Investment Services LLC
Crescent Securities Group Inc
Cuso Financial Services
Da Vinci Global Consulting, LLC
Dempsey Lord Smith, LLC
Discipline Advisors, Inc.
Equifinancial LLC
FNEX
IDB Capital
IHT Wealth Management
International Assets Advisory, LLC
Kalos Capital, Inc.
Kalos Financial, Inc
Kingsley Family Office
LifeMark Securities Corp
NexTrend Securities, Inc
Ni Advisors, Inc.
PARK CITY CAPITAL INC
Purshe Kaplan Sterling Investments
RD Heritage Group
SCF Securities Inc
Seidman Investment Portfolios
Sequence Financial Specialists Llc
Sigma Financial Corporation
Simons Financial Network
Spire Investment Partners LLC
Synergy Wealth Mgmt
The Strategic Financial Alliance, Inc.
VIA Folio
 
AFFILIATE FIRMS
AI Insight
*CAIA Association
DLA Piper
Factright, LLC
FINRA - Financial Industry Regulatory Authority, Inc.
Great Lakes Fund Solutions, Inc.
HillStaffer
*Kaplan Voekler Cunningham & Frank PLC
MBD Solutions
Mick Law PC, LLO
Miterko & Associates
Orchard Securities - MBD
The Bowman Law Firm LLC
The College of William & Mary, Mason School of Business
Vermont Department of Financial Regulation
WealthForge
 
SPONSOR FIRMS
*Bluerock Capital Markets
*Bluerock Real Estate
*Bourne Financial Group, LLC.
*Capital Square 1031
*Carter Multifamily
*Cottonwood Residential
EcoVest Capital
EvrSource Capital
*ExchangeRight Real Estate
Four Springs Capital Trust
FS Investments
*Green Rock, LLC
*GWG Holdings, Inc.
*Hamilton Point Investments LLC
*Hines Securities
*Inland Private Capital Corporation
*Inland Real Estate Investment Corporation
Livingston Street Capital
*Lodging Fund REIT III
*Passco Companies LLC
*Preferred Apartment Communities Inc
Shopoff Realty Investments
*SmartStop Asset Management, LLC
Sovereign Partners
*Starboard Realty Advisors LLC
*Triton Pacific Securities
*US Energy Development Corporation
*Waypoint Residential
Webb Creek Management Group, LLC

* Exhibiting Firm