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Derick Lee Kann

Index Fund Advisors, Inc.

Irvine, CA

Austin, TX

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Current Employers
Index Fund Advisors, Inc.

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-02-18
LA RA APPROVED 2016-02-18
TX RA APPROVED 2016-02-18
  • CA RA
    APPROVED
    Since 2016-02-18
  • LA RA
    APPROVED
    Since 2016-02-18
  • TX RA
    APPROVED
    Since 2016-02-18

Branch Locations

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • United States

1250 S. Capital Of Texas Highway Bldg. 3, Suite 400, Austin, TX 78746 • 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
Index Fund Advisors Austin TX 02/2016 Present
  • 02/2016 → Present
    Index Fund Advisors
    Austin, TX
Previous Registrations
  • 2006-10-05 → 2016-02-19
    Usaa Financial Planning Services
    San Antonio, TX
    Brentwood, TN
    San Antonio, TX
    Franklin, TN
    San Antonio, TX
    Austin, TX
  • 2002-11-18 → 2006-10-05
    Usaa Investment Services Company
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-07
S63 Uniform Securities Agent State Law Examination 1998-01-08
  • S65 Uniform Investment Adviser Law Examination
    2002-11-07
  • S63 Uniform Securities Agent State Law Examination
    1998-01-08
Designations
Other Names
  • Doc Kann

View on SEC IAPD

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