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NOSURIS, INC.

LYNBROOK, NY · CRD 160979 · IAPD ↗ · odifinancial.com · 516-887-7788

$95.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — NOSURIS, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — NOSURIS, INC. (LYNBROOK, NY) is newly SEC-registered with $95.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.