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Don Dustin Ivey

Inflection Advisors

Camarillo, CA

Inflection Retirement Services

Westlake Village, CA

Santa Monica, CA

CRD 6158779

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Employer firm

Inflection Advisors CRD 288602

$66.9M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Inflection Advisors

Camarillo, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-02
  • CA RA
    APPROVED
    Since 2025-12-02

Branch Locations

Camarillo, CA • United States

Inflection Retirement Services

2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-02
TX RA APPROVED 2022-11-07
  • CA RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2022-11-07

Branch Locations

2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States

Santa Monica, CA • 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
Dimensional Fund Advisors Charlotte NC 03/2016 05/2018
Voya Los Angeles CA 06/2018 05/2022
Voya Financial Partners, Llc Los Angeles CA 07/2018 05/2022
Inflection Advisors Los Angeles CA 05/2022 Present
Inflection Retirement Services Los Angeles CA 05/2022 Present
  • 03/2016 → 05/2018
    Dimensional Fund Advisors
    Charlotte, NC
  • 06/2018 → 05/2022
    Voya
    Los Angeles, CA
  • 07/2018 → 05/2022
    Voya Financial Partners, Llc
    Los Angeles, CA
  • 05/2022 → Present
    Inflection Advisors
    Los Angeles, CA
  • 05/2022 → Present
    Inflection Retirement Services
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-16
S63 Uniform Securities Agent State Law Examination 2013-05-23
  • S65 Uniform Investment Adviser Law Examination
    2022-04-16
  • S63 Uniform Securities Agent State Law Examination
    2013-05-23

View on SEC IAPD

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