AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
ZF

Zijia Fan

REDBRIDGE SECURITIES
PLANO, TX 75024
CRD#: 8051117
Some features on this profile are disabled
ZF
Zijia FanREDBRIDGE SECURITIES

Professional summary


Zijia Fan, who also goes by IVy Fan, is a registered financial professional currently at REDBRIDGE SECURITIES LLC located in Plano, Texas.

Zijia is registered as a RR (Registered Representative) and started their career in finance in 2025. Zijia has worked at 1 firm and has passed the Series 63, Series 3, Series 7TO, SIE and Series 4 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ivy Fan

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 Zijia Fan'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 21, 2025 - Present

REDBRIDGE SECURITIES LLC

Office #1: 7700 Windrose Ave, Suite G300 Floor 3, Plano, TX 75024
BD
CRD#: 287912
PLANO, TX

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
Series 63
Date: 6/7/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/19/2025
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RS
REDBRIDGE SECURITIES LLC
REDBRIDGE SECURITIES LLC

CRD#: 287912 / SEC#: , 8-69915

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Loading...

Contact information


Main Address
7700 Windrose Ave, Suite G300 Floor 3, Plano, TX 75024
Mailing Address
7700 Windrose Ave, Suite G300 Floor 3, Plano, TX 75024
Phone number
(972) 618-0043
Established
Delaware since 11/17/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BBAE HOLDINGS LLCSOLE MEMBER
FREEMAN, RICHARD BARRY JR.CEO4417442
KUSHERA, TYLER SCCO4332598
RANKEL, WILLIAM EDWINFINOP/CFO2074785

Disclosures


Regulatory Event1

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


REDBRIDGE SECURITIES LLC

CRD#: 287912Plano, TX 75024

TRUST BUT VERIFY

Monitor Zijia Fan

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
RICHARDSON, TX
David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
GRAPEVINE, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.