View or Download List of Adviser Business Principals

  1. In black taskbar at top of screen click on “Back Office” and then “Members/People”

  2. From tabs at top of page click on "Principals".  This will give you a list of Adviser Business Principals.

  3. To download the list, click on "CSV" button at bottom left of page.  This will download the list of Adviser Business Principals to wherever your computer defaults to.