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Investor Fan CRD 159301
$787M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-06-04 |
| WA | RA | APPROVED | 2012-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investor'S Fiduciary Advisor Network, Llc | Snoqualmie | WA | 01/2012 | Present |
| Ria Systems, Llc | Snoqualmie | WA | 01/2012 | Present |
RIA Systems, LLC - Providing Back Office Services for non-affiliated Registered Investment Advisors. Member - 90% of time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-29 |
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