Inactive

Brian Lee Yurek

CRD 2371815

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Employer firm

Brian L. Yurek CRD 145148

Reported services (Item 5G)

Selection of other advisers
SOLICITATION OF CLIENTS ON BEHALF OF OTHER 3RD PARTY ADVISORS

From the firm’s Form ADV. Read the guides:

Current Employers

Brian L. Yurek

12027 Belair Road, Kingsville, MD 21087 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2022-03-24

MD RA
APPROVED

Since 2022-03-24

Branch Locations

12027 Belair Road, Kingsville, MD 21087 • USA

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

Organization	City	State	From	To
Yurek Cassedy Inc	Kingsville	MD	09/1993	Present

09/1993 → Present

Yurek Cassedy Inc

Kingsville, MD

Other Businesses

yurek cassedy, inc. 12027 belair rd, kingsville, md 21087 ; tax firm which is my primary business

Designations

Certified Financial Planner

View on SEC IAPD

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