TRUEFIDUCIARY INSTITUTE
EIN 83-2227169
What they do
THE ORGANIZATION WAS STARTED IN OCTOBER 2018. THE EXPECTED FUTURE PROGRAM SERVICE ACCOMPLISHMENTS of THE ORGANIZATION INCLUDE: - to PROVIDE FREE ACCESS to STUDENTS of NON-PROFIT EDUCATIONAL INSTITUTIONS to A LEARNING PLATFORM for THOSE INTEREST IN THE FINANCIAL SERVICES INDUSTRY.- to PROVIDE FREE INVESTMENT ADVISORY SERVICES to LOW-INCOME and OTHER INDIVIDUALS WHO CONSTITUTE A CHARITABLE CLASS UNDER CODE SECTION 501(C)(3) EXCLUSIVELY THROUGH AN INTERACTIVE WEBSITE.- to EDUCATE REGISTERED INVESTMENT ADVISORS (RIAS) ABOUT TRUEFIDUCIARY STANDARDS, WHICH ESSENTIALLY ARE AIMED AT ELIMINATING CONFLICTS ARISING FROM THE RECEIPT of THIRD PARTY PAYMENTS/BENEFITS.- to SEEK RIAS to BE MEMBERS for AN ANNUAL MEMBERSHIP FEE, PROVIDED THE RIAS AGREE to FOLLOW THE TRUEFIDUCIARY STANDARDS.
Financial picture
About this charity
- Location
- 11951 FREEDOM DR NO 1260, RESTON, VA 201905650
- County
- Fairfax
- In care of
- PAUL A PAGNATO JR
- Primary officer
- PAUL A PAGNATO JR, PRESIDENT
How to reach them
Filing and classification
- Latest tax year
- 2019
- Tax period began
- January 1, 2019
- Return type
- 990EZ
- Tax preparer
- RSM US LLP
- Revocation date
- May 15, 2023