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Nicholas John Arellano

Ylp Financial, LLC

Hermosa Beach, CA

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Current Employers
Ylp Financial, Llc

Hermosa Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Hermosa Beach, 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
OrganizationCityStateFromTo
Shoreline Growth Partners, Llc Minneapolis MN 07/2015 12/2017
Devoe & Company Minneapolis MN 01/2018 06/2022
Your Legacy Partners, Llc Hermosa Beach CA 06/2022 Present
Kospow Partners Hermosa Beach CA 11/2018 Present
Ylp Financial, Llc Hermosa Beach CA 06/2022 Present
Skyview Investment Banking Manhattan Beach CA 02/2021 12/2024
  • 07/2015 → 12/2017
    Shoreline Growth Partners, Llc
    Minneapolis, MN
  • 01/2018 → 06/2022
    Devoe & Company
    Minneapolis, MN
  • 06/2022 → Present
    Your Legacy Partners, Llc
    Hermosa Beach, CA
  • 11/2018 → Present
    Kospow Partners
    Hermosa Beach, CA
  • 06/2022 → Present
    Hermosa Beach, CA
  • 02/2021 → 12/2024
    Skyview Investment Banking
    Manhattan Beach, CA
Previous Registrations
  • 2009-06-01 → 2015-04-23
    Bloomington, MN
  • 2007-04-23 → 2009-06-01
    Morgan Stanley & Co. Llc
    San Diego, CA
    Bloomington, MN
    Minneapolis, MN
  • 2005-12-19 → 2006-10-03
    Wells Fargo Investments, Llc
    Blaine, MN
    Blaine, MN
Other Businesses

Nicholas John Arellano is Managing Partner & Chief Executive Officer of Your Legacy Partners, LLC. Your Legacy Partners, LLC operates as an M & A Adviser in that it provides valuation, presale consulting services and M&A Advisory services to privately owned businesses in the lower middle market. The services are not investment related. 20 hr/wk Nicholas John Arellano is Managing Partner & Chief Executive Officer of Kospow Partners. Kospow Partners is an entity that works with the search fund community in order to match individuals with opportunities to co-invest in private equity type deals. This entity makes minority investments in privately held small businesses on behalf of family office; 0.5-1 hr/wk. Mr. Arellano is also the Managing Partner and CEO of YLP Financial, a registered investment advisor; this activity involves 8 hrs/week and is investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-18
S66 Uniform Combined State Law Examination 2005-12-08
  • S63 Uniform Securities Agent State Law Examination
    2020-09-18
  • S66 Uniform Combined State Law Examination
    2005-12-08
Designations
Other Names
  • Nick Arellano

View on SEC IAPD

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