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RIA / WealthAdvisorCertified Financial Planner18 years in industry

RYAN WILLIAM FOSTER

Advisor at CROSSROADS FINANCIAL SERVICES INC

PLEASANT GARDEN, NC

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Search this name across graphsid dfx:ria:826e5ba9-188c-06cc-6111-7322b7948a9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2008 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: CROSSROADS FINANCIAL SERVICES INC
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: Oct 19, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 19, 2007
First registration: Jan 24, 2008
Dual registered: no
Other names: RYAN FOSTER
IAPD individual key: 5414840

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
CROSSROADS FINANCIAL SERVICES INC	State registered	Dec 15, 2022	n/a	yes	PLEASANT GARDEN, NC	Current employment
FUND DIRECT ADVISORS INC.	Institutional manager	Jan 28, 2020	Dec 15, 2022	no	GREENSBORO, NC	Previous registration
FUND DIRECT ADVISORS INC.	Institutional manager	Jun 6, 2016	Dec 31, 2019	no	GREENSBORO, NC	Previous registration
INVESTMENT ADVISORS CORP	Former SEC adviser	Jul 30, 2014	Jun 6, 2016	no	KERNERSVILLE, NC	Previous registration
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Aug 26, 2011	Jul 30, 2014	no	MATTHEWS, NC	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 28, 2009	Aug 26, 2011	no	Greensboro, NC	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jan 24, 2008	Sep 18, 2009	no	GREENSBORO, NC\|OAK RIDGE, NC	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
FUND DIRECT ADVISORS INC.	CROSSROADS FINANCIAL SERVICES INC	Dec 15, 2022	Dec 15, 2022	0	Firm change	Other
INVESTMENT ADVISORS CORP	FUND DIRECT ADVISORS INC.	Jun 6, 2016	Jun 6, 2016	0	Firm change	Other
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	INVESTMENT ADVISORS CORP	Jul 30, 2014	Jul 30, 2014	0	Firm change	Other
MML INVESTORS SERVICES, LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Aug 26, 2011	Aug 26, 2011	0	Firm change	Other
INVEST FINANCIAL CORPORATION	MML INVESTORS SERVICES, LLC	Sep 18, 2009	Sep 28, 2009	10	Firm change	Other

Relationships

Registered with (6)

→ CROSSROADS FINANCIAL SERVICES INCRegistered adviserregistration: current employment
Dec 15, 2022 to presentfactForm ADV
→ FUND DIRECT ADVISORS INC.Registered adviserregistration: previous registration
Jan 28, 2020 to Dec 15, 2022factForm ADV
→ INVESTMENT ADVISORS CORPRegistered adviserregistration: previous registration
Jul 30, 2014 to Jun 6, 2016factForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
Aug 26, 2011 to Jul 30, 2014factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 28, 2009 to Aug 26, 2011factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jan 24, 2008 to Sep 18, 2009factForm ADV

Dated events

Occurred
Dec 15, 2022
Advisor changed firm
Ryan William Foster left Fund Direct Advisors Inc. for Crossroads Financial Services Inc (registered 2022-12-15)
Form ADVobserved 6 days ago