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IS

Injah C. Song

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CRD#: 1799695
IS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Injah C Song, who also goes by Injah Connie Song, was a registered financial professional .

Injah is a previously registered financial professional and started their career in finance in 1988. Injah had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Injah Connie Song

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 6, 2016 - October 3, 2019

NEPSIS, INC.

RIA
CRD#: 141203
Los Altos, CA
Past

February 14, 2014 - December 8, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Minneapolis, MN
Past

November 26, 2013 - December 8, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Minneapolis, MN
Past

November 11, 1988 - August 24, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 25, 1988 - December 13, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NI
NEPSIS, INC.
ANCHOR CAPITAL MANAGEMENT, INC. | NEPSIS, INC. | NEPSIS CAPITAL MANAGEMENT, INC. | ANCHOR FINANCIAL SERVICES, INC

CRD#: 141203 / SEC#: 801-67023

RIA
Registered Investment Advisory firm - (7/17/2006 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/14/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NI
NEPSIS, INC.
ANCHOR CAPITAL MANAGEMENT, INC. | NEPSIS, INC. | NEPSIS CAPITAL MANAGEMENT, INC. | ANCHOR FINANCIAL SERVICES, INC

CRD#: 141203 / SEC#: 801-67023

RIA
Registered Investment Advisory firm - (7/17/2006 Approved)
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Contact information


Main Address
Two Meridian Crossings, Suite 400, Minneapolis, MN 55423
Mailing Address
Phone number
(952) 746-2003
Established
Firm type
Fiscal year end
# of Employees
43

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEPSIS INC. FORM ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,018
AUM (Assets Under Management)$ 497,803,635

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NEPSIS, INC.

CRD#: 141203

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