Brooke Danielle Yaiser

Current Employers

Employment History

• 08/2012 → 05/2023
  Lincoln Financial Advisors Corporation
  Middleport, NY
• 05/2023 → 09/2023
  Sagepoint Financial, Inc.
  Middleport, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  Middleport, NY

Previous Registrations

• 2023-05-15 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Middleport, NY
  Middleport, NY
• 2017-09-14 → 2023-05-16
  Osaic Fa, Inc.
  Middleport, NY
  Smryna, TN
  Williamsville, NY

Other Businesses

1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/15/2023 ADDRESS: 15 Main Street, Middleport NY 14105, United States DESCRIPTION: Marketing name for securities and insurance business. 2. MICHELLE'S MEMORIAL, INC. POSITION: President NATURE: 501(c)3 Non-Profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2022 ADDRESS: 5432 Royalton Center Road, Middleport NY 14105, United States DESCRIPTION: Oversee the organization, meet with the Board of Directors quarterly, give out scholarships and direct the annual 5K every fall. 3. ROYALTON HARTLAND HIGH SCHOOL POSITION: Musical Stage Manager/Producer/AV Production & Cross Country/Track & Field Coach NATURE: School District INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2023 ADDRESS: 54 State Street, Middleport NY 14105, United States DESCRIPTION: One of the Directors of the Royalton-Hartland Musical in the capacity of the Stage Manager and one of the Producers. I assist in the production of the musical as a whole and operate the entire backstage with a crew of students. In addition, I am one of the Coaches for the Cross Country and Track & Field teams. 4. ROY-HART MUSIC PARENTS CLUB POSITION: Secretary NATURE: Roy-Hart Music Parents Club is a 501(c)(3) Organization INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2024 ADDRESS: 8457 Ernest Road, Gasport NY 14067, United States DESCRIPTION: Acting Secretary for the club where I write and maintain Meeting Minutes as well as communicate with members. 5. MICHELLE'S MEMORIAL, INC. POSITION: President NATURE: 501(c)3 Non-Profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2022 ADDRESS: 5432 Royalton Center Road, Middleport NY 14105, United States DESCRIPTION: Oversee the organization, meet with the Board of Directors quarterly, give out scholarships and direct the annual 5K every fall.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-30
• S63 Uniform Securities Agent State Law Examination
  2014-03-20

Other Names

• Brooke Danielle Yaiser
• Brooke Danielle Gypson