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Yannshyr Puu

Packerland Brokerage Services, Inc.

Green Bay, WI

City Of Industry, CA

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Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-26
  • CA RA
    APPROVED
    Since 2021-05-26

Branch Locations

432 Security Blvd., Green Bay, WI 54313 • UNITED STATES

1661 Hanover Road Suite 203, City Of Industry, CA 91748 • 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
J K Financial Norco CA 12/2013 04/2021
Packerland Brokerage Services Green Bay WI 04/2021 Present
  • 12/2013 → 04/2021
    J K Financial
    Norco, CA
  • 04/2021 → Present
    Packerland Brokerage Services
    Green Bay, WI
Previous Registrations
  • 2012-02-10 → 2013-11-15
    New England Securities
    City Of Industry, CA
    City Of Industry, CA
    Irvine, CA
  • 2009-04-01 → 2010-04-01
    Equitable Advisors, Llc
    Hacienda Heights, CA
    City Of Industry, CA
Other Businesses

INDEPENDENT INSURANCE AGENT- FROM HOME ADDRESS- LIFE/ACCIDENT/HEALTH - 1 NON SECURITY HOURS- SINCE 01/1990

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-30
S65 Uniform Investment Adviser Law Examination 1999-12-16
S63 Uniform Securities Agent State Law Examination 1991-04-02
  • S66 Uniform Combined State Law Examination
    2009-03-30
  • S65 Uniform Investment Adviser Law Examination
    1999-12-16
  • S63 Uniform Securities Agent State Law Examination
    1991-04-02
Other Names
  • Yann Shyr Puu
  • Richard Puu
  • Yann S Puu

View on SEC IAPD

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BARINGTON CAPITAL MANAGEMENT, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

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