Bridget Rose Yeung

Current Employers

Employment History

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Sugar Land, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sugar Land, TX

Previous Registrations

• 1997-09-02 → 2025-01-24
  Osaic Fs, Inc.
  Stafford, TX
  Sugar Land, TX

Other Businesses

1. FORT BEND FINANCIAL (DBA) POSITION: Partner NATURE: DBA INVEST RELATED: No # OF HRS: 150 SEC TRDNG HRS: 150 START DATE: 01/01/1997 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land TX 77479 DESCRIPTION: Sales of various carriers for Life, Long Term Care and disability Insurance. 2. BENEFIT CONCEPTS, INC POSITION: Agent NATURE: Partnership INVEST RELATED: No # OF HRS: 2 SEC TRDNG HRS: 2 START DATE: 07/01/2013 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Long Term Care and Disability Insurance Sales 3. CAPITAS INSURANCE POSITION: Agent NATURE: Insurance Agency INVEST RELATED: No # OF HRS: 5 SEC TRDNG HRS: 5 START DATE: 02/17/2010 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Life and annuity products. 4. S & K LEGACY LLC POSITION: Partner-Limited NATURE: Rental Property INVEST RELATED: Yes # OF HRS: 10 SEC TRDNG HRS: 10 START DATE: 10/22/2018 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Acquisition & Management of rental property 5. JOHN H YEUNG FAMILY TRUST- TRUSTEE POSITION: Trustee NATURE: Trust INVEST RELATED: Yes NUMBER OF HOURS: 0 SECURITY TRADING HOURS: 0 START DATE: 06/04/2015 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Act as Trustee 6. KRISTIN YEUNG LASSTER RETIREMENT PLAN TRUST-Trustee POSITION: Trustee NATURE: Trust INVEST RELATED: Yes NUMBER OF HOURS: 0 SECURITY TRADING HOURS: 0 START DATE: 06/04/2015 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Act as Trustee 7. THE ARC OF FORT BEND COUNTY FOUNDATION POSITION: Committee Member NATURE: Foundation INVEST RELATED: Yes NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 0 START DATE: 01/24/2019 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Be part of a board of 8 8. MANAGING MEMBER OF AVERY ELLIOT, LLC POSITION: Manager NATURE: LLC INVEST RELATED: Yes NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 0 START DATE: 12/19/2017 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Manage this rent house inside the LLC 9. N/A POSITION: Executor NATURE: Will INVEST RELATED: No NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 0 START DATE: 04/07/2015 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: I am the executor. 10. Tirz 4 Committee Member POSITION: Committee Member NATURE: City Council INVEST RELATED: No NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 01/02/2020 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: advise on a committee for public improvements and facilities necessary to support development. 11. MEMORIAL HERMANN HOSPTIAL ADVISORY BOARD POSITION: Committee Member NATURE: Hospital INVEST RELATED: No NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 12/23/2019 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Meet quarterly to advise 12. SUGAR LAND HERITAGE FOUNDATION POSITION: Board Member NATURE: Foundation INVEST RELATED: No # OF HRS: 2 SEC TRDNG HRS: 2 START DATE: 07/30/2018 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Advise the org on preservation 13. FORT BEND FINANCIAL POSITION: Self NATURE: Insurance INVEST RELATED: No # OF HRS: 2 SEC TRDNG HRS: 2 START DATE: 03/02/2018 ADDRESS: 800 Bonaventure Way Unit 124, Sugar Land, TX 77479 DESCRIPTION: Indexed, fixed, life insurance, disability and LTC activity 14. EXCHANGE CLUB OF SUGAR LAND POSITION: Officer/Director NATURE: 5013c INVESTMENT RELATED: No # OF HRS: 2 SEC TRDNG HRS: 0 START DATE: 04/14/2025 ADDRESS: 4800 Sugar Gove Blvd, Suite 100, Stafford, TX 77477 DESCRIPTION: Meet with other board members monthly to discuss programs and event 15. SUGAR LAND CULTURAL ARTS FOUNDATION POSITION: Board Member NATURE: Historic INVESTMENT RELATED: No # OF HRS: 23 SEC TRDNG HRS: 1 START DATE: 01/01/1999 ADDRESS: 4771 Sweetwater, PMB 107, Sugar Land Tx, 77479 DESCRIPTION: Serve on their B.O.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-25
• S63 Uniform Securities Agent State Law Examination
  1990-05-14

Other Names

• Bridget Roseharrison Yeung