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BD

Brian D. Deloriea

IMPACT INVESTORS
Savoy, IL
Some features on this profile are disabled
CRD#: 5230337
BD

Professional summary

Brian Daniel Deloriea is a registered financial advisor currently at IMPACT INVESTORS located in Savoy, Illinois.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brian has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Brian Daniel Deloriea's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

April 15, 2025 - Present

IMPACT INVESTORS

RIA
CRD#: 289028
Savoy, IL
Past

May 29, 2008 - October 8, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ST. LOUIS, MO
Past

May 29, 2008 - October 8, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 12, 2007 - January 3, 2008

EDWARD JONES

RIA
CRD#: 250
ST. LOUIS, MO
Past

December 20, 2006 - January 3, 2008

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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".
II
IMPACT INVESTORS
IMPACT INVESTORS | IMPACT INVESTORS, INC.

CRD#: 289028 / SEC#: 801-118267

RIA
Registered Investment Advisory firm - (3/20/2020 Approved)
California
Registered Investment Advisory firm - (4/23/2020 Terminated)
Colorado
Registered Investment Advisory firm - (3/31/2020 Terminated)
Texas
Registered Investment Advisory firm - (3/24/2020 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(4/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2006
General Securities Representative Examination

Current Firm

II
IMPACT INVESTORS
IMPACT INVESTORS | IMPACT INVESTORS, INC.

CRD#: 289028 / SEC#: 801-118267

RIA
Registered Investment Advisory firm - (3/20/2020 Approved)
California
Registered Investment Advisory firm - (4/23/2020 Terminated)
Colorado
Registered Investment Advisory firm - (3/31/2020 Terminated)
Texas
Registered Investment Advisory firm - (3/24/2020 Terminated)
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Contact information

Main Address
870 Market St Suite 482, San Francisco, CA 94104
Mailing Address
548 Market St #82444, San Francisco, CA 94104
Phone number
(888) 463-6861
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (7 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

IMPACT INVESTORS ADV (3/28/2025)

Regulatory assets under management

Total Number of Accounts770
AUM (Assets Under Management)$ 282,957,322

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

IMPACT INVESTORS

CRD#: 289028Savoy, IL

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