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Wesley Robert Long

Index Fund Advisors, Inc.

Irvine, CA

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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
LA RA APPROVED 2024-03-08
TX RA APPROVED_RES 2024-02-28
OR RA APPROVED 2024-02-27
CA RA APPROVED 2016-08-17
  • LA RA
    APPROVED
    Since 2024-03-08
  • TX RA
    APPROVED_RES
    Since 2024-02-28
  • OR RA
    APPROVED
    Since 2024-02-27
  • CA RA
    APPROVED
    Since 2016-08-17

Branch Locations

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • 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 Irvine CA 03/2015 04/2022
Index Fund Advisors Irvine CA 04/2022 Present
  • 03/2015 → 04/2022
    Index Fund Advisors
    Irvine, CA
  • 04/2022 → Present
    Index Fund Advisors
    Irvine, CA
Previous Registrations
  • 2006-06-01 → 2015-03-17
    Wedbush Securities Inc.
    Battle Ground, WA
    Dallas, TX
    Portland, OR
    Camas, WA
    Del Mar, NY
    Salem, OR
    Los Angeles, CA
    La Jolla, CA
    Las Vegas, NV
    Newport Beach, CA
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-22
S63 Uniform Securities Agent State Law Examination 1990-05-23
  • S65 Uniform Investment Adviser Law Examination
    2016-11-22
  • S63 Uniform Securities Agent State Law Examination
    1990-05-23
Other Names
  • Wesley R Long

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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