Yingjie Shu

Current Employers

Kailasa Capital Management Llc

2000 Smallman Street Suite 203A, Pittsburgh, PA 15222 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-06-12

MD RA
APPROVED

Since 2024-06-12

Branch Locations

Bethesda, MD • United States

2000 Smallman Street Suite 203A, Pittsburgh, PA 15222 • 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

Organization	City	State	From	To
U.S. News & World Report	Washington	DC	10/1998	11/2019
Equitable Advisors, Llc	New York	NY	09/2020	05/2024
Kailasa Capital Management Llc	Bethesda	MD	06/2024	Present
Blue Latitude, Llc	Destin	FL	03/2017	Present

10/1998 → 11/2019

U.S. News & World Report

Washington, DC
09/2020 → 05/2024

Equitable Advisors, Llc

New York, NY
06/2024 → Present

Kailasa Capital Management Llc

Bethesda, MD
03/2017 → Present

Blue Latitude, Llc

Destin, FL

Previous Registrations

2021-02-16 → 2024-06-06

Equitable Advisors, Llc

Falls Church, VA

Bethesda, MD

Other Businesses

Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month Blue Latitude, LLC; Not investment-related; 506 Gulf Shore Drive #612, Destin, FL 32541; Short term rental property; Owner; Since 03/2017; Approximately 10% of time per month; Owner and rental property management

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-05

S66 Uniform Combined State Law Examination

2021-01-05

View on SEC IAPD