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RIA / WealthAdvisorCertified Financial Planner15 years in industry

DEBORAH WEIS ELLIS

Advisor at INVESTOR FAN

BOISE, ID | WASHINGTON, UT

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Search this name across graphsid dfx:ria:33ade40d-58dc-98b0-50da-86360a1fa3b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 18, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INVESTOR FAN
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 11, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 11, 2011
First registration: Jul 18, 2011
Dual registered: no
Other names: DEBORAH SUE WEIS|DEBORAH WEIS ELLIS|DEBORAH SUE WEIS
IAPD individual key: 3203427

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INVESTOR FAN	Independent wealth	Dec 14, 2023	n/a	yes	BOISE, ID\|WASHINGTON, UT	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Oct 11, 2021	Oct 15, 2021	no	GRANADA HILLS, CA\|SARASOTA, FL	Previous registration
COGENT INDEPENDENT ADVISORS, INC.	Independent wealth	Jun 1, 2012	Jan 24, 2024	no	ST. AUGUSTINE, FL\|ST. AUGUSTINE, FL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 18, 2011	May 9, 2012	no	LOS ANGELES, CA\|WOODLAND HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COGENT INDEPENDENT ADVISORS, INC.	ORIGIN INVESTMENT ADVISORY LLC	Jan 24, 2024	Oct 11, 2021	-835	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	INVESTOR FAN	Oct 15, 2021	Dec 14, 2023	790	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	COGENT INDEPENDENT ADVISORS, INC.	May 9, 2012	Jun 1, 2012	23	Firm change	Other

Relationships

Registered with (4)

→ INVESTOR FANRegistered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ COGENT INDEPENDENT ADVISORS, INC.Registered adviserregistration: previous registration
Jun 1, 2012 to Jan 24, 2024factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Oct 11, 2021 to Oct 15, 2021factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 18, 2011 to May 9, 2012factForm ADV

Dated events

Occurred
Jan 24, 2024
Advisor changed firm
Deborah Weis Ellis left Cogent Independent Advisors, Inc. for Origin Investment Advisory Llc (registered 2021-10-11)
Form ADVobserved 6 days ago