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I3 Investment Partners, LLC CRD 307104
$66.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
550 Mallory Way Suite 115, Carson City, NV 89701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-24 |
Branch Locations
550 Mallory Way Suite 115, Carson City, NV 89701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | New York | NY | 10/2013 | 11/2016 |
| National Securities Corp | New York | NY | 11/2016 | 11/2019 |
| National Asset Mangement | New York | NY | 11/2016 | 11/2019 |
| I3 Investment Partners Llc | Carson City | NV | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 1993-03-05 |
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