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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-04 |
Branch Locations
2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yorke & Associates Cpas, Inc. | Ontario | CA | 01/2005 | Present |
| Lpl Financial Llc | Rancho Cucamonga | CA | 09/2010 | 07/2021 |
| Pfs Tax Cpas Llp | Diamond Bar | CA | 11/2022 | 04/2024 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 11/2023 | Present |
Business Ownership; YORKE FAMILY LIMITED PARTNERSHIP; Co-owner; Real Estate; 556 N Diamond Bar Blvd #101, , Diamond Bar, CA, 91765; Not Investment-Related; 06/05/2000; 1 to 9 hours per month; 1 to 9 during trading hours / YORKE & ASSOCIATES CPAS; Owner; Tax Preparation; 556 N DIAMOND BAR BLVD STE 101, , DIAMOND BAR, CA, 91765; Not Investment-Related; 10/29/2004; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Yorke Bypass Trust; Beneficiary of trust and trustee; Real Estate; 556 N Diamond Bar Blvd #101, , Diamond Bar, CA, 91765; Not Investment-Related; 07/02/2000; 1 to 9 hours per month; 0 during trading hours / PFS TAX LLC; I will be the principal director of the tax planning and preparation practice.; Tax Preparation; 556 N DIAMOND BAR BLVD, STE 101, DIAMOND BAR, CA, 91765; Not Investment-Related; 01/01/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-03 |
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