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Current Employers
Your Ia, Llc

620 South 400 East, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-01
  • MA RA
    APPROVED
    Since 2026-05-01

Branch Locations

Wellesley, MA • United States

620 South 400 East, St. George, UT 84770 • 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
Transamerica Financial Advisors, Inc Braintree MA 01/2025 03/2026
Wfgia Braintree MA 12/2020 03/2026
Affiliated Finanancial Group Wakefield MA 01/2019 12/2024
Cetera Advisors Wakefield MA 01/2019 12/2024
Fas Corporation Wellesley Hills MA 12/1976 02/2019
Kestra Financial Services Wellesley Hills MA 04/2016 01/2019
Abacus Private Wealth Managment Wellesley MA 03/2016 Present
Afs Taxes Corporation Reading MA 01/2019 10/2025
Wellesley Free Library Foundation Wellesley MA 08/2025 Present
Bay Club Time Share Kona HI 10/2025 Present
Your Ia Wellesley MA 03/2026 Present
Experior Financial Group Wellesley MA 03/2026 Present
  • 01/2025 → 03/2026
    Transamerica Financial Advisors, Inc
    Braintree, MA
  • 12/2020 → 03/2026
    Wfgia
    Braintree, MA
  • 01/2019 → 12/2024
    Affiliated Finanancial Group
    Wakefield, MA
  • 01/2019 → 12/2024
    Cetera Advisors
    Wakefield, MA
  • 12/1976 → 02/2019
    Fas Corporation
    Wellesley Hills, MA
  • 04/2016 → 01/2019
    Kestra Financial Services
    Wellesley Hills, MA
  • 03/2016 → Present
    Abacus Private Wealth Managment
    Wellesley, MA
  • 01/2019 → 10/2025
    Afs Taxes Corporation
    Reading, MA
  • 08/2025 → Present
    Wellesley Free Library Foundation
    Wellesley, MA
  • 10/2025 → Present
    Bay Club Time Share
    Kona, HI
  • 03/2026 → Present
    Your Ia
    Wellesley, MA
  • 03/2026 → Present
    Experior Financial Group
    Wellesley, MA
Previous Registrations
Other Businesses

Wellesley Free Library Foundation | Investment Related | 733 Washington St., Wellesley, MA 02481 | Treasurer for the Foundation | Treasurer | August 2025 | 2 hours devoted each week and 0 hours devoted during trading hours | Responsible for the reporting of actual performance vs budget, facilitate the audit of the non profit and approve cash payments of the foundation. Bay Club Time Share | Investment Related | 300 Wykola Drive, Kona, HI 96738 | The Bay Club Timeshare Board is to help address the issues of owners of the time share like maintenance, annual expenses and HOA fees | Treasurer | October 2025 | 2 hours devoted each week and 0 hours devoted during trading hours | The role of the treasurer is to report the financial results of the fees collected from HOA fees against the expenses for the time share. Affiliated Financial Legacy Group | Investment Related | 204 Andover St., Andover, MA 01810 | Tax Consultant | February 2026 | 30 hours devoted each week and 8 hours devoted during trading hours | Tax preparation. Experior Financial Group | Investment Related | 300 Airborne Pkwy, Suite 210 Cheektowaga, NY, 14225 | Insurance Agency | Insurance Agent | 1099 Contractor | March 2026 | 30 hours per month | 20 hours during securities trading hours | Insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-05-23
S63 Uniform Securities Agent State Law Examination 2002-12-18
  • S65 Uniform Investment Adviser Law Examination
    2003-05-23
  • S63 Uniform Securities Agent State Law Examination
    2002-12-18

View on SEC IAPD

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