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IAPD

http://adviserinfo.sec.gov/
Last activity: 15.10.2026
Active
Categories: FinTechInformation
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators
Website visits
299.6K /mo.
Mentions
122

Mentions in press and media 122

DateTitleDescription
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Oct 15, 2026Oxford Advisory Group Named Financial Advisor of the Year JacksonvilleJacksonville, Florida retirement and wealth planning firm recognized as the top 1% in client satisfaction. JACKSONVILLE, FL, UNITED STATES, October 15, 2026 /EINPresswire.com/ -- Oxford Advisory Group has received the Financial Advisor of t...
Oct 10, 2026Christopher J. Dixon Named Among Industry Leaders Top 10 Entrepreneurs Making an ImpactChris Dixon and Sam Dixon of Oxford Advisory Group Christopher J. Dixon and Samuel Dixon hosting Retire Smart Florida TV Special Oxford Retirement Education Course on Taxes in Retirement Chris Dixon Oxford Advisory Group Christopher J. Dixo...
Aug 21, 2026Retire SMART Served as Presenting Sponsor of Osborne Family Legacy Golf TournamentThe June 11 event supported TeamMates Mentoring and led several Retire SMART employees to become mentors. OMAHA, NE, UNITED STATES, August 21, 2026 /EINPresswire.com/ -- Retire SMART served as the presenting sponsor of the Fourth Annual Osb...
Aug 21, 2026New MSRS Series: Protecting You and Your FinancesMSRS is starting a monthly educational series about cybersecurity and fraud awareness. In this series, we will share information, tools, and best practices to help protect you and your finances. August 2026: Financial and Investment Fraud F...
Aug 14, 2026INVESTOR ALERT: Unauthorized Impersonation of North Capital Private Securities CorporationThe Utah Division of Securities issues this alert to warn investors about an active imposter scheme targeting the public. Referrals to the Utah Division of Securities and the FBI claim impostors established an entity called North Capital Ma...
Aug 3, 2026Apex Financial Ltd and Chief Strategic Analyst Christopher James Carter Introduce Community-Centric Financial ModelApex Financial Ltd and Chief Strategic Analyst Christopher James Carter Introduce Community-Centric Financial Model Operational Strategy Centers on Moderated Education Communities, Direct Digital Support, and Privacy-Aware Engagement NY, UN...
Jul 21, 2026Asset Preservation Strategies CEO Greg Banner Took the Stage at The Marcus Evans Private Wealth Management SummitGreg Banner, CEO and Wealth Adviser at Asset Preservation Strategies Collaborative Wealth Management Presenting to an esteemed audience, Greg Banner shared valuable insights in his presentation, “Navigating the Unknown: Tax Planning and Leg...
Jun 24, 2026SMART Wealth, LLC, a Subsidiary of Retire SMART Holdings Inc., Announces the Launch of Two Publicly Traded ETFsOMAHA, NE, UNITED STATES, June 24, 2026 /EINPresswire.com/ -- SMART Wealth, LLC, a subsidiary of Retire SMART Holdings Inc., is pleased to announce the launch of its publicly traded Exchange Traded Funds (ETFs), branded as "SMARTWAYETF...
Apr 27, 2026Retire SMART Launches New Website Focused on Tax-Efficient Financial PlanningNew platform introduces proactive tax planning strategies alongside retirement income guidance for individuals and small businesses OMAHA, NE, UNITED STATES, April 27, 2026 /EINPresswire.com/ -- Retire Smart LLC has launched its new Tax SMA...
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FAQ about IAPD

What has the press written about IAPD?

Parsers VC has collected 122 articles mentioning IAPD, among them “Oxford Advisory Group Named Financial Advisor of the Year Jacksonville” (Oct 15, 2026) and “Christopher J. Dixon Named Among Industry Leaders Top 10 Entrepreneurs Making an Impact” (Oct 10, 2026).

Is IAPD still active?

Yes, IAPD is active; its latest activity on Parsers VC dates from Oct 15, 2026.