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FUNDS IN REVIEW

Review Status
Status
Fund Name
Broker Dealer / RIA
Review Begin Date
Due Diligence Officer
Phone
E-Mail
In Review
Land Builder
World Group Finance
9/5/2023
Matt Morey
(913) 901-6812
mike@email.com
In Review
Land Builder
Faci Financial
11/2/2023
Clint Wallace
(913) 901-6812
mike@email.com
In Cue
California Growth
Groupo Investments
11/1/2023
Torry Chase
(913) 901-6812
mike@email.com
In Review
California Growth
Powers Advisors
2/9/2023
Bob Lang
(913) 901-6812
mike@email.com
In Cue
California Growth
KMF Financial
9/5/2023
Ellis Core
(913) 901-6812
mike@email.com
In Cue
California Growth
SFA
11/1/2023
Mike Fonzie
(913) 901-6812
mike@email.com
In Review
Land Builder
Concorde
11/2/2023
Kaden Michaels
(913) 901-6812
mike@email.com
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World Group Finance

9/5/2023

Land Builder

download (13).jfif

Powers Advisors

2/9/2023

California Growth

download (13).jfif

Concorde

11/2/2023

Land Builder

download (13).jfif

Faci Financial

11/2/2023

Land Builder

download (13).jfif

KMF Financial

9/5/2023

California Growth

download (13).jfif

Groupo Investments

11/1/2023

California Growth

download (13).jfif

SFA

11/1/2023

California Growth

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