Theresa Marie Yong

Current Employers

Employment History

• 04/2004 → 04/2024
  Lincoln Financial Advisors Corporation
  Key Largo, FL
• 01/2025 → Present
  Fisher Investments
  Tampa, FL
• 04/2024 → 01/2025
  Foundation For Financial Literacy
  Tavernier, FL

Previous Registrations

• 2013-01-04 → 2024-04-12
  Osaic Fa, Inc.
  Fort Wayne, IN
  Key Largo, FL
  Franklin, MA
  Miami, FL
  Fort Wayne, IN
  Tavernier, FL
  Fort Wayne, IN

Other Businesses

?the name of the other business; YFI, Inc. ?whether the business is investment-related; Yes ?the address of the other business; Tavernier, FL ?the nature of the other business; Rental Property ?your position; Owner ?title, or relationship with the other business; Owner ?the start date of your relationship; 03/15/2023 ?the approximate number of hours/month you devote to the other business; 1 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Real Estate Holding company for the purpose of family legacy and trust planning and rental potential of properties. 3) THE FOUNDATION FOR FINANCIAL LITERACY 94220 OVERSEAS HIGHWAY UNIT 8B TAVERNIER, FL 33070 CATEGORY: NON-PROFIT INVESTMENT RELATED: NO TITLE: PRESIDENT/DIRECTOR DUTIES: NON-PROFIT ORGANIZATION THAT SEEKS TO PROVIDE FINANCIAL EDUCATION TO THE COMMUNITY. START DATE: 10/02/23 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2012-12-07
• S63 Uniform Securities Agent State Law Examination
  2004-05-06

Other Names

• Theresa Marie Garvin