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Inactive

Yunfan Ye

Estate & Trust Advisors

Riverwoods, IL

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Current Employers
Estate & Trust Advisors

2610 Lake Cook Road Suite 190, Riverwoods, IL 60015 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-01
  • IL RA
    APPROVED
    Since 2025-09-01

Branch Locations

2610 Lake Cook Road Suite 190, Riverwoods, IL 60015 • 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
Estate And Trust Advisors Northbrook IL 07/2025 Present
Escape Velocity Creative Agency Brighton MA 05/2020 07/2025
American Bear Logistics Itasca IL 03/2024 01/2025
Jarrett Digital Weston-Super-Mare, Somerset 02/2025 05/2025
Lepolion Entertainment Chicago IL 05/2025 07/2025
Gemdale Usa Corporation New York City NY 04/2021 04/2022
Full-Time Education Chestnut Hill MA 08/2018 08/2023
Full-Time Education Lincolnshire IL 08/2014 08/2018
  • 07/2025 → Present
    Estate And Trust Advisors
    Northbrook, IL
  • 05/2020 → 07/2025
    Escape Velocity Creative Agency
    Brighton, MA
  • 03/2024 → 01/2025
    American Bear Logistics
    Itasca, IL
  • 02/2025 → 05/2025
    Jarrett Digital
    Weston-Super-Mare, Somerset
  • 05/2025 → 07/2025
    Lepolion Entertainment
    Chicago, IL
  • 04/2021 → 04/2022
    Gemdale Usa Corporation
    New York City, NY
  • 08/2018 → 08/2023
    Full-Time Education
    Chestnut Hill, MA
  • 08/2014 → 08/2018
    Full-Time Education
    Lincolnshire, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-30
Other Names
  • Tim Ye

View on SEC IAPD

Other Firms

ALLWORTH FINANCIAL, L.P.
ALERA INVESTMENT ADVISORS, LLC
PARK AVENUE SECURITIES LLC
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
E. A. HORWITZ LLC
EAGLE STRATEGIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Other Investors

JORDAN M JACOBS
MARK JEFFREY SCHWARTZ
DAVID JOSEPH MADISON
NICOLE MAYER
Kyle Mason Kadish
JOHN David KRAUNELIS
Thomas Gonzales
SCOTT IRA LOOCHTAN

Other Offices

ALLWORTH FINANCIAL, L.P. · Riverwoods, IL
ALERA INVESTMENT ADVISORS, LLC · DEERFIELD, IL
PARK AVENUE SECURITIES LLC · DEERFIELD, IL
EQUITABLE ADVISORS, LLC · DEERFIELD, IL
J.P. MORGAN SECURITIES LLC · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL
EAGLE STRATEGIES LLC · Deerfield, IL
ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL

More in Riverwoods, IL

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