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The broker desk

Free for verified brokers and advisers.

Independent coverage of the small companies building with SI and AR, a public score for each, and briefings with the companies themselves. Built so you can put it in front of clients as published, with every disclosure intact.

What the desk gets

Everything a verified member gets, plus the files.

Publication-ready research
Every coverage report as a PDF you may share with clients exactly as published, disclosures included.
The score data
Each First Look Score with its eight pillars and forty factors, its confidence grade, its date and its method version.
Briefings
Member briefings with covered companies. Paid briefings are labeled as such and never carry offering terms.
An analyst line
Questions of fact about anything we have published, answered from the public record.
The rules

Short, and the same for everyone.

  1. Share our research only as published, with its disclosures.
  2. We never pay for client referrals, and no one can pay us for coverage or a score.
  3. Nothing we publish is advice tailored to your clients; suitability stays with you and your firm.
  4. We verify you against FINRA BrokerCheck or the SEC’s adviser search before the desk opens.
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Research of general and regular circulation. Not an offer, a solicitation or a recommendation.

First Look Equities is not a broker-dealer or a registered investment adviser and receives no compensation tied to any securities transaction. See Legal & Compliance.