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BILI FINANCE

TUCSON, AZ · CRD 339828 · IAPD ↗ · heybili.com · 520.329.4954

$0Regulatory AUM
1Advisory reps
1Employees
2Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — BILI FINANCE (TUCSON, AZ) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.