Trent Arthur Yost

Current Employers

Employment History

• 10/2005 → Present
  Cornerstone Financial Advisors
  Idaho Falls, ID
• 12/2013 → 05/2019
  Cetera Advisors Llc
  Denver, CO
• 05/2019 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Pocatello, ID
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Pocatello, ID
• 11/2020 → 11/2024
  Arbor Point Advisors
  Pocatello, ID
• 06/2024 → Present
  Osaic Wealth, Inc.
  Pocatello, ID
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-11-06 → 2024-11-08
  Arbor Point Advisors
  Pocatello, ID
  Pocatello, ID
• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Pocatello, ID
  Pocatello, ID
• 2019-05-28 → 2020-11-06
  Kms Financial Services, Inc.
  Pocatello, ID
  Seattle, WA
  Seattle, WA
• 2013-12-10 → 2019-05-31
  Cetera Advisors Llc
  Greenwood Village, CO
  Idaho Falls, ID
  Overland Park, KS
  Pocatello, ID
• 2010-04-06 → 2013-12-09
  On Investment Management Co
  Pocatello, ID
  Cincinnati, OH
• 2005-11-21 → 2010-04-07
  Securities America Advisors, Inc.
  Chubbuck, ID
  Chubbuck, ID
• 2003-03-03 → 2005-11-22
  United Heritage Financial Services, Inc.
  Meridian, ID

Other Businesses

1.FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, AGENT, 1/1/1995, 5 HR/WK DURING TRADING, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE. 2. YOST FINANCIAL LLC POSITION: President NATURE: I am engaged in the selling of fixed insurance products through Yost Financial LLC which I use for tax purposes. #HRS: 10 SEC TRADE HRS: 7 START DATE: 11/01/2005 ADDRESS: 1414 E Center St, Pocatello ID 83201 DESCRIPTION: The sales and servicing of fixed insurance products. 3. NAIFA IDAHO POSITION: Program Chair NATURE: I am the program chair for NAIFA Idaho. #HRS: 5 SEC TRADE HRS: 3 START DATE: 07/01/2019 ADDRESS: 55 SW 5th Ave #100, Meridian ID 83642 DESCRIPTION: As program chair, I help plan education events for the membership. 4. RED CEDAR WEALTH ADVISORS LLC. POSITION: Manager NATURE: Red Cedar Wealth Advisors LLC is an LLC that we set up along with our new DBA last year when we joined KMS and left our previous firm. Currently the LLC is only our DBA name, however in the future we plan to stop using JT Investments and move all of our financial recordkeeping under Red Cedar to pay the expenses for our office. INVEST RELATED: Yes #HRS: 1 SEC TRADE HRS: 1 START DATE: 05/01/2019 ADDRESS: 1414 E Center St, Pocatello ID 83201 DESCRIPTION: Red Cedar Wealth is the DBA for our office that engages in the sales of Securities, advice and insurance. 5. CENTER STREET PARNTERS POSITION: Owner/Manager NATURE: We are set up as an LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2020 ADDRESS: 1414 E Center Street, Pocatello ID 83201, United States DESCRIPTION: This entity holds real estate for our office building.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-10
• S63 Uniform Securities Agent State Law Examination
  1998-08-28

Designations