Best Investors Account Sign in

Eugene Christopher Ylo

Captrust

Chesterton, IN

Claim This Profile
Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-05-06
  • IN RA
    APPROVED
    Since 2020-05-06

Branch Locations

3100 Village Point Ste 200, Chesterton, IN 46304 • 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
Strategic Financial Group Llc Merrillville IN 11/2014 12/2018
Sii Investments Merrillville IN 11/2014 12/2016
First Allied Securities, Inc Chesterton IN 12/2018 05/2020
Lakeside Wealth Management, Llc Chesterton IN 12/2018 05/2020
Capfinancial Partners Llc (Captrust) Raleigh NC 05/2020 Present
Capfinancial Securities Llc Raleigh NC 05/2020 Present
  • 11/2014 → 12/2018
    Strategic Financial Group Llc
    Merrillville, IN
  • 11/2014 → 12/2016
    Sii Investments
    Merrillville, IN
  • 12/2018 → 05/2020
    First Allied Securities, Inc
    Chesterton, IN
  • 12/2018 → 05/2020
    Lakeside Wealth Management, Llc
    Chesterton, IN
  • 05/2020 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 05/2020 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2018-12-12 → 2020-06-30
    Lakeside Wealth Management Group, Llc
    Chesterton, IN
  • 2014-11-26 → 2018-12-17
    Strategiq Financial Group, Llc
    Merrillville, IN
  • 2011-07-12 → 2014-11-25
    Wintrust Investments Llc
    Frankfort, IL
    Chicago, IL
    Chicago, IL
  • 2006-01-12 → 2011-07-08
    Frankfort, IL
    Elmhurst, IL
  • 2003-06-06 → 2005-10-04
    Orland Park, IL
Other Businesses

MUNSTER LOINS CLUB; NON-INVESTMENT RELATED, CLUB SECRETARY; NON-PROFIT ORGANIZATION; START DATE 12/10/2018; 4 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-06-04
S63 Uniform Securities Agent State Law Examination 1992-06-04
  • S65 Uniform Investment Adviser Law Examination
    1993-06-04
  • S63 Uniform Securities Agent State Law Examination
    1992-06-04
Other Names
  • Chris Ylo

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chesterton, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor