Preston Yost

Current Employers

Employment History

• 05/2021 → 11/2024
  Arbor Point Advisors
  Pocatello, ID
• 12/2020 → 05/2021
  Unemployed
  Shelley, ID
• 09/2020 → 12/2020
  Brigham Young University Of Idaho
  Rexburg, ID
• 05/2020 → 09/2020
  System Tech
  Idaho Falls, ID
• 02/2019 → 05/2020
  Lds Church
  Puebla, XX
• 01/2019 → 02/2019
  Holeshot Plumbing Llc
  Ammon, ID
• 09/2018 → 01/2019
  Brigham Young University Of Idaho
  Rexburg, ID
• 05/2018 → 09/2018
  Unemployed
  Shelley, ID
• 09/2013 → 05/2018
  Shelley Hs
  Shelley, ID
• 11/2022 → 06/2024
  Securities America, Inc.
  Pocatello, ID
• 06/2024 → Present
  Osaic Wealth, Inc.
  Pocatello, ID
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA
• 08/2021 → 08/2024
  Idaho State University
  Pocatello, ID

Previous Registrations

• 2021-05-18 → 2024-11-08
  Arbor Point Advisors
  Pocatello, ID
  Pocatello, ID

Other Businesses

1. N/A Position: Owner/Agent Nature: I'm an Insurance Producer who sells insurance to aid my clients in preparing for their financial futures. Investment Related: No Hours: 20 Securities Trading Hours: 10 Start Date: 10/22/2021 Address: 1414 E Center St., Pocatello ID 83201, United States Description: I'm an Insurance Producer who sells insurance to aid my clients in preparing for their financial futures. 2. Name: Preston Yost Wealth Management LLC Position: Member Nature: I setup a personal LLC for tax purposes for my SAI fees and Insurance commissions. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 10/22/2021 Address: 1414 E Center St., Pocatello ID 83201, United States Description: I setup a personal LLC for tax purposes for my SAI fees and Insurance commissions. 3. Name: Red Cedar Wealth Advisors Position: Non-owner Nature: I conduct business through the firm "Red Cedar Wealth" Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 11/05/2021 Address: 1414 E Center St., Pocatello ID 83201, United States Description: I conduct business through the firm "Red Cedar Wealth" 4. INDEPENDANT INSURANCE AGENT POSITION: Owner/Agent NATURE: I'm an Insurance Producer who sells insurance to aid my clients in preparing for their financial futures. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/21/2021 ADDRESS: 1414 E Center St., Pocatello ID 83201, United States DESCRIPTION: I'm an Insurance Producer who sells insurance to aid my clients in preparing for their financial futures.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-31
• S65 Uniform Investment Adviser Law Examination
  2021-04-23