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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-12-19 |
| TX | RA | APPROVED | 2016-12-16 |
Branch Locations
16935 W. Bernardo Court Suite 170, San Diego, CA 92127 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Advisors Network | Dallas | TX | 12/2016 | Present |
| Sii Investments, Inc. | Appleton | WI | 06/2015 | 12/2016 |
| Yorkshire Wealth Management, Llc | San Diego | CA | 12/2016 | Present |
Yorkshire Wealth Management, LLC; Investment-related; 16935 W Bernardo Ct, Suite 170, San Diego, CA 92127; DBA; Founder, 12/2016; duties and hours in line with advisory business City of Escondido; Investment-related; 201 N Broadway, Escondido, CA 92025, Government entity; Treasurer; invest directly in treasury bonds for the City of Escondido, 2016, 30 hours/month Independent Insurance Agent; Investment-related; 16935 W Bernardo Ct, Suite 170, San Diego, CA 92127; Insurance sales; Agent; 2% during hours Rental Property; Investment related, 1283 East Grand Ave and 1257 East Grand Ave, Escondido, CA 92027, 2012, 6-10 hours/month, manage property;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-12 |
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