This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CALIDRIS FINANCIAL, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

5

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66|S63

First exam

Oct 6, 2003

First registration

Sep 6, 2013

Dual registered

no

Other names

RYAN BASS

IAPD individual key

4656770

• Occurred

  May 7, 2025
  Advisor changed firm

  Ryan John Bass left Mml Investors Services, Llc for Calidris Financial, Llc (registered 2025-05-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1dae4ec5-b017-11cb-e9b0-9a619eb0732d

First observed

Sep 6, 2013

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.