Steven I-Kang Yeh

Current Employers

Employment History

• 02/2009 → 11/2017
  Invest Financial Corp
  Tampa, FL
• 11/2017 → 11/2024
  The Investment Center Inc
  Amherst, NY
• 11/2017 → 11/2024
  Ic Advisory Services Inc
  Amherst, NY
• 11/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-11-27 → 2024-11-04
  Ic Advisory Services, Inc.
  Amherst, NY
  Bedminster, NJ
• 2009-02-03 → 2017-12-04
  Invest Financial Corporation
  Amherst, NY
  Appleton, WI
  San Juan Capistrano, CA
• 2007-06-06 → 2009-02-04
  Osaic Fs, Inc.
  Williamsville, NY
  Amherst, NY
  Bridgewater, NJ

Other Businesses

1. STEVEN YEH, 1408 Sweet Home Rd, Suite 6, Amherst NY 14228, United States, 11/01/2024, Owner, Real Estate, NIR, 15 HR/MO - 15 HR/MO TRADING 2. STEVEN YEH, 1408 Sweet Home Rd, Suite 6, Amherst NY 14228, United States, 11/01/2024, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 3. Y ASSOCIATES LLC, 1408 SWEET HOME RD, SUITE 6, AMHERST NY 14228, United States, 11/01/2024, Owner, Real Estate, NIR, 10 HR/MO - 10 HR/MO TRADING 4. STEVEN YEH ATTORNEY AT LAW, 1408 Sweet Home Rd, Suite 6, Amherst NY 14228, United States, 11/01/2024, Owner, Tax Services, NIR, 40 HR/MO - 40 HR/MO TRADING 5. AMERICAN EDUCATION FOUNDATION, 1408 Sweet Home Rd, Suite 6, Amherst NY 14228, United States, 11/01/2024, Board Member, Volunteer, NIR, 5 HR/MO - 0 HR/MO TRADING 6. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 11/01/2024 7. STEVEN YEH ATTORNEY AT LAW, 1408 Sweet Hoe Road, Suite 6, Amherst NY 14228, 01/2025, Notary Public in the State of New York, Notary, NIR, 2 HR/MO, 2 HR/MO TRADING. 8. SY ASSOCIATES, 1408 Sweet Home Road, Suite 6, Amherst NY 14228, United States, 02/25/2025, Founder, DBA Name, INV REL, 173HR/MO, 140 HR/MO TRADING. 9. STEVEN YEH, 1408 Sweet Home Road, Suite 6, Amherst NY 14228, United States, 08/20/2025, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING 10. SY ASSOCIATES LLC, 1408 Sweet Home Rd, Suite 6, Amherst NY 14228, United States, 11/01/2024, Owner, Real Estate, NIR, 10 HR/MO - 10 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-12
• S63 Uniform Securities Agent State Law Examination
  1991-05-31

Other Names

• Steven Ikang Yeh