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

INVISION CAPITAL ADVISOR, 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

Sep 27, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Sep 27, 2002

Dual registered

no

Other names

Ka Yen Ronald Lee

IAPD individual key

4566855

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7ea18678-3740-940c-a2f7-8a02b37d03c4

First observed

Sep 27, 2002

Last observed

Sep 14, 2026 5 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.