David Williams Yeakel

Current Employers

Employment History

• 09/1989 → Present
  Yeakel And Associates
  Falls Church, VA
• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-12-27 → 2004-01-01
  Ifg Advisory Services Inc
  Falls Church, VA

Other Businesses

1. YEAKEL AND ASSOCIATES, INC, 903 W BROAD ST, FALLS CHURCH, VA 22046, START 01/01/93, CPA FIRM, 40HR/WK. 2. FIXED INSURANCE SALES. 3. OLD SCHOOL MANAGEMENT, LLC, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, PROPERTY MANAGEMENT, STARTED 11/2015, OWNER, APX 2 HOURS PER WEEK, MAY BE DURING TRADING HOURS, PROPERTY MANAGEMENT OF PERSONAL RENTAL PROPERTIES. 4. NAME OF OTHER BUSINESS: DBA CUSTOM FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 11/1996; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: BROAD BOX LLC; INVESTMENT RELATED: NO; ADDRESS: 903 W BROAD ST FALLS CHURCH VA 22046; NATURE OF BUSINESS: REAL ESTATE; START DATE: 7/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RESIDENTIAL/COMMERCIAL REAL ESTATE HELD FOR RENTAL, SALE AND REDEVELOPMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-29
• S63 Uniform Securities Agent State Law Examination
  1991-09-16

Other Names

• David Williams Jr Yeakel