Links to Our Industry Partners

RBDLaw - BILL SINGER is an outspoken critic of ineffective regulation and an advocate for Wall Street reform. Singer provides legal counsel to securities-industry firms, registered persons, whistleblowers and defrauded investors. He has represented clients before regulatory organizations, during criminal investigations, and in Congressional investigations. Singer is the Street Legal columnist for Registered Rep. magazine; a featured columnist for and Huffington Post; and publisher of Bill regularly appears as a commentator on television and radio, and is frequently quoted in the press.



Red Oak is a full-service compliance consulting firm helping broker-dealers, registered investment advisers, and hybrids. We offer a wide range of registration, compliance, and supervisory services. Our deep industry experience, compliance expertise, and regulatory knowledge allow us to recommend and implement what you need. We are passionate about helping our clients and earning their trust.


Elite Scheduling Services, LLC

Elite Scheduling Services, LLC provides quality, professional and experienced scheduling assistants who are well versed in territory management, prospecting, relationship building and appointment setting. The scheduling assistants work with wholesalers as well as financial advisors and CPA’s who call on businesses. Hiring a scheduling assistant is a cost effective way to expand your business without having to hire additional office staff. Elite Scheduling Services, LLC is a company where honesty, confidentiality and integrity are key.

Elite Scheduling Services, LLC

Danae Branson




Succession Resource Group (SRG) is a boutique succession-consulting firm dedicated to helping financial advisors nationwide value, protect, grow and plan for the transition their business. With more than a decade of experience, SRG’s goal is to help advisors effectively and efficiently manage, protect and grow their most valuable asset — their business, over the course of their career.

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