Frank Condit Elliott

Current Employers

Yiu Advisors, Llc

Daly City, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-05

CA RA
APPROVED

Since 2026-06-05

Branch Locations

Daly City, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Investwise, Inc.	San Mateo	CA	01/2019	12/2020
Jaguar Funding, Corp.	San Mateo	CA	01/1998	Present
Cfa Institute	Charlottesville	VA	01/2000	Present
Asmc Servicing, Ltd.	San Mateo	CA	01/2000	Present
Yiu Advisors, Llc	Daly City	CA	04/2026	Present

01/2019 → 12/2020

Investwise, Inc.

San Mateo, CA
01/1998 → Present

Jaguar Funding, Corp.

San Mateo, CA
01/2000 → Present

Cfa Institute

Charlottesville, VA
01/2000 → Present

Asmc Servicing, Ltd.

San Mateo, CA
04/2026 → Present

Yiu Advisors, Llc

Daly City, CA

Previous Registrations

2019-05-16 → 2021-07-08

Investwise, Inc.

San Mateo, CA

Other Businesses

Frank Condit Elliott is President and sole owner of Jaguar Funding, Corporation. Jaguar is the General Partner for a small sales finance company; ASMC Servicing, Ltd. Frank Condit Elliott is Chief Operating Officer of ASMC Servicing, Ltd. Frank Condit Elliott is a grading reviewer and works as a contractor for the CFA Institute. This takes a small amount of his time, around a few weeks per year.