Larry Yu

Current Employers

Employment History

• 05/2013 → Present
  Feather Insurance & Financial Services
  Irvine, CA
• 09/2019 → Present
  Fortune Securities, Inc
  Alhambra, CA
• 08/2019 → Present
  Evergreen Realty & Associates
  Irvine, CA
• 08/2020 → Present
  Castle Group Investment Counsel, Inc.
  Arcadia, CA
• 12/2024 → Present
  Experteez Insurance & Financial Services Llc
  Irvine, CA
• 12/2024 → Present
  9 Words Llc
  Irvine, CA
• 12/2024 → 01/2026
  Starcity Holdings Llc
  Irvine, CA

Previous Registrations

• 2007-07-10 → 2008-04-01
  Msi Financial Services, Inc.
  Glendale, CA

Other Businesses

1. Feather Insurance & Financial Services, Inc., 5 Corporate Park, Suite 220, Irvine, CA 92606, Owner/CEO (100% ownership), 5/2013 to present, sales of Fixed Life Insurance, Fixed Annuity, Health Insurance, Property & Casualty Insurance. 30 hours per week. (20 during trading hours); 2. Evergreen Realty & Associates, 9901 Irvine Center Dr., Irvine, CA 92618 Agent (No ownership), 8/2019 to present, buying and selling real estate properties. 10 hours per week. (5 hours during trading hours); 3. Fortune Securities, Inc., 388 E Valley Blvd, Suite 208, Alhambra, CA 91801, registered representative, investment-related, 9/2019 to present, 15 hours per week, 5 hours during trading hours; 4. Castle Group Investment Counsel, Inc. Arcadia CA, registered investment advisor rep, investment-related, 8/2020 to present, 10 hours per week, 2 hours during trading hours; 5. Experteez Insurance & Financial Services LLC, Irvine, CA 92620, owner, LLC for accounting and tax planning purpose, non-investment related, 12/2024 to president, 1 hour per week, 0 hour during trading hours; 6. 9 Words LLC, Irvine, CA 92618, owner, LLC for accounting and tax planning purpose, non-investment related, 12/2024 to present, <1 hour per week, 0 hour during trading hours;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-19
• S63 Uniform Securities Agent State Law Examination
  2019-11-14

Other Names

• Larry Yu
• Depeng Yu