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David N Elan

Income Focus Portfolio Management

Jackson, WY

CRD 3107755

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Employer firm

Income Focus Portfolio Management CRD 165477

$362M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Income Focus Portfolio Management

1110 Maple Way, Jackson, WY 83001 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2017-07-05
  • WY RA
    APPROVED
    Since 2017-07-05

Branch Locations

1110 Maple Way, Jackson, WY 83001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Income Focus Portfolio Management Jackson WY 10/2012 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-22
S63 Uniform Securities Agent State Law Examination 1998-09-04
  • S65 Uniform Investment Adviser Law Examination
    1999-12-22
  • S63 Uniform Securities Agent State Law Examination
    1998-09-04
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Elan

View on SEC IAPD

Nearby Firms

GREYBULL ADVISORS, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

Arik B. Griffin
ELIZABETH WATSON MILLET
Josephine Lucille Schmillen

Nearby Offices

GREYBULL ADVISORS, LLC · JACKSON, WY
EDWARD JONES · JACKSON, WY
WELLS FARGO CLEARING SERVICES, LLC · JACKSON, WY

More in Jackson, WY

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