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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-30
  • TX RA
    APPROVED
    Since 2026-04-30

Branch Locations

2241 E Continental Blvd Ste 130, Southlake, TX 76092 • 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
Fidelity Investments Westlake TX 02/2011 03/2026
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2026
Fidelity Investments Boston MA 03/2025 03/2026
Cetera Wealth Services, Llc El Segundo CA 04/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 04/2026 Present
Yach Advisors Llc Southlake TX 04/2026 Present
  • 02/2011 → 03/2026
    Fidelity Investments
    Westlake, TX
  • 07/2018 → 03/2026
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 03/2026
    Fidelity Investments
    Boston, MA
  • 04/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2026 → Present
    Schaumburg, IL
  • 04/2026 → Present
    Yach Advisors Llc
    Southlake, TX
Previous Registrations
  • 2025-03-31 → 2026-03-05
    Southlake, TX
    Keller, TX
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Keller, TX
    Southlake, TX
  • 2015-09-01 → 2018-07-13
    Westlake, TX
    Southlake, TX
    Fort Worth, TX
Other Businesses

1. NAME OF OTHER BUSINESS: YACH ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING AND ADVISORY SERVICES; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 26; BRIEF DESCRIPTION OF DUTIES: OFFERING FINANCIAL PLANNING, INSURANCE, AND INVESTMENT MANAGEMENT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-28
S63 Uniform Securities Agent State Law Examination 2011-05-27
  • S66 Uniform Combined State Law Examination
    2015-08-28
  • S63 Uniform Securities Agent State Law Examination
    2011-05-27
Designations
Other Names
  • Bryan William Yach
  • Bryan Yach

View on SEC IAPD

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