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VD

Vaughan R. De Kirby

INVESTMENT VISA CONSULTANTS
Lake Oswego, OR 97034
Some features on this profile are disabled
CRD#: 6189313
VD

Professional summary

Vaughan Ransone De Kirby, who also goes by Vaughn Ransone De Kirby, is a registered financial professional currently at INVESTMENT VISA CONSULTANTS, LLC located in Lake Oswego, Oregon.

Vaughan is registered as a RR (Registered Representative) and started their career in finance in 2013. Vaughan has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Vaughn Ransone De Kirby

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) - BD

Click below to view Vaughan Ransone De Kirby'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

August 21, 2014 - Present

INVESTMENT VISA CONSULTANTS, LLC

Office #1: 2679 Glen Eagles Rd, Lake Oswego, OR 97034
BD
CRD#: 169254
Lake Oswego, OR
Past

June 18, 2013 - February 27, 2014

KINSELL, NEWCOMB & DE DIOS, INC

BD
CRD#: 16427
CARLSBAD, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/26/2014)
RR
Oregon
(5/6/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 6/21/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/28/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IV
INVESTMENT VISA CONSULTANTS, LLC
INVESTMENT VISA CONSULTANTS, LLC

CRD#: 169254 / SEC#: , 8-69361

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
2679 Glen Eagles Rd, Lake Oswego, OR 97034
Mailing Address
2679 Glen Eagles Rd, Lake Oswego, OR 97034
Phone number
(415) 720-6369
Established
Delaware since 05/01/2008
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DE KIRBY, VAUGHAN RANSONEMAN MEM/ GEN SEC PRIN6189313
DEKIRBY, CHRISTINE L DMEMBER6303240
THOMPSON, APRYL ALYNNCHIEF COMPLIANCE OFFICER1700640

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

INVESTMENT VISA CONSULTANTS, LLC

CRD#: 169254Lake Oswego, OR 97034

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