The website’s resource products, including a third database
on broker/dealers, have also been upgraded with an easier-to-use interface,
more detailed data, continuous record updates, and additions and extensive
search capabilities. Interactive walk-throughs are designed to help investors
find financial advisers and registered investment advisers.
Users can search the databases via 140 criteria—such as geographic location, amount of assets under management, type of organization, type of compensation and advisory activities. The databases allow mobile downloads and unlimited cloud usage. Uzurp.com offers a discount for multiple users or site licenses, and technical assistance is free.
The financial adviser database has information on more than 110,000 stock brokers and registered reps, and the RIA database includes information on more than 40,000 firms. The broker/dealer database holds information on more than 4,500 B/Ds across the country.
“With over 245,000 contacts, we have a tremendous amount of data,” said Christopher Joyce, chief executive of Joyce Co., which launched the site two years ago.
More information is available here.