Griffin Bank Ltd ("Griffin") is a company registered in England and Wales (No. 10842931). Griffin is authorised by the Prudential Regulation Authority (PRA) and regulated by the PRA and the Financial Conduct Authority (FCA).
Here's an explanation of the data:
File: CSV (Comma-Separated Values)

Here's an explanation of the data:
- The file contains multiple columns with various details about each advisor, including:
- Personal information: ID, email, first name, last name, phone number
- Professional information: Organization, Account, Account ID, Job Title
- Sales data: Various fields for different types of sales (e.g., DST Heritage, QOZ, GCDP)
- Mailing list and contact preferences
- Other classifications and tags
- The data seems to be primarily related to financial advisors in the United States, based on the following indicators:
- US phone number formats (e.g., "(281) 534-3068")
- Organizations mentioned are US-based, such as "Avantax Investment Services, Inc." and "National Planning Corp"13
- References to US-specific financial products and regulations (e.g., QOZ, which likely refers to Qualified Opportunity Zones, a US tax incentive program)
- Specific companies mentioned include:
- The data includes various sales-related fields, suggesting these advisors may be involved in selling financial products or services related to investments, tax planning, and possibly real estate (given the QOZ references).
- The "created-from-salesforce-contact" tag indicates that this data was likely exported from or integrated with Salesforce, a popular customer relationship management (CRM) platform.
File: CSV (Comma-Separated Values)
ID,Email,"First Name","Last Name","Phone Number","Date Created","IP Address","User Agent",Organization,"Account (previously Organization)","Account ID","Job Title","*Contact Record Type","*DST Heritage Total Sales","*DST Dominion Total Sales","*DST South Beach Total Sales","*GCDP Total Sales","*QOZ Total Sales","*QOZ2 Total Sales","*QOZ3 Total Sales","*Priv. Placement? ","*Top Producer","*Focus Firm Research Contact","*AIM Producer?","*GCDP II Total Sales","*Delete from AC","*iCapital Target List","*AC QOZ3","*ActiveCampaign Contact","*QOZ I Mailing List","*QOZ II Mailing List","*QOZ III Mailing List","*GCDP I Mailing List","*GCDP II Mailing List","*Heritage DST Mailing List","*Dominion DST Mailing List","*Total GCPE Sales","*Email Activity","*Website Scoring",Tags
208887,1040pauk@kingsburybusiness.com,Paula,Kingsbury,"(281) 534-3068","2022-05-21 03:54:31",0.0.0.0,,"Avantax Investment Services, Inc.","Avantax Investment Services, Inc.",18299,,Advisor,,,,,,,,,,,,,,,,,,,,,,,,,,,created-from-salesforce-contact
210150,108@usadvisors.biz,Dixie,Butler,"(540) 885-1011","2022-05-21 04:35:12",0.0.0.0,,"Us Investors Inc","Us Investors Inc",2341,,Advisor,,,,,,,,,,,,,,,,,,,,,,,,,,,created-from-salesforce-contact
152982,111075@outdrs.net,Clifford,Schroeder,2188292224,"2022-05-20 22:31:48",0.0.0.0,,"National Planning Corp","National Planning Corp",31674,,Advisor,,,,,,,,,,,,,,,,,,,,,,,,,,,created-from-salesforce-contact
101649,1234@griffin.com,Eric,Knight,3100466100,"2022-05-20 20:04:31",0.0.0.0,,"Griffin Capital Securities, LLC","Griffin Capital Securities, LLC",27989,,Advisor,,,,,,,,,,,,,,,,,,,,,,,,,,,created-from-salesforce-contact