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Daniel Gray Yeoman

Asset Dedication, LLC

San Francisco, CA

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Current Employers
Asset Dedication, Llc

220 Montgomery Street #1098, San Francisco, CA 94104-3475 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-04
TX RA APPROVED_RES 2022-05-05
  • CA RA
    APPROVED
    Since 2024-11-04
  • TX RA
    APPROVED_RES
    Since 2022-05-05

Branch Locations

220 Montgomery Street #1098, San Francisco, CA 94104-3475 • 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
Advisorship San Francisco CA 09/2011 Present
Asset Dedication Mill Valley CA 09/2012 Present
  • 09/2011 → Present
    Advisorship
    San Francisco, CA
  • 09/2012 → Present
    Asset Dedication
    Mill Valley, CA
Previous Registrations
  • 2012-11-13 → 2021-12-31
    Asset Dedication, Llc
    Cambridge, MA
    San Francisco, CA
  • 2012-09-21 → 2018-12-31
    Cypress Partners, Llc
    Belvedere, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-20
  • S65 Uniform Investment Adviser Law Examination
    2012-09-20

View on SEC IAPD

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