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Diana G Yanez

Natural Investments

Windsor, CA

Henderson, NV

CRD 5559185

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Employer firm

Natural Investments CRD 113348

$2.05B regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Natural Investments

Windsor, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2023-08-09
  • NV RA
    APPROVED
    Since 2023-08-09

Branch Locations

Windsor, CA • United States

Henderson, NV • 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
All The Colors Sanford NC 03/2020 Present
Natural Investments Oakland CA 03/2022 Present
Rtd Financial Philadelphia PA 09/2018 12/2021
Extended Travel Baja California 10/2017 08/2018
Orora Packaging Solutions Buena Park CA 09/2013 09/2017
  • 03/2020 → Present
    All The Colors
    Sanford, NC
  • 03/2022 → Present
    Oakland, CA
  • 09/2018 → 12/2021
    Rtd Financial
    Philadelphia, PA
  • 10/2017 → 08/2018
    Extended Travel
    Baja California
  • 09/2013 → 09/2017
    Orora Packaging Solutions
    Buena Park, CA
Other Businesses

All the Colors, not investment related, 500 Westover #10490, Sanford, NC 27330, Financial empowerment coaching and education for individuals, couple and groups, Founder, 03/2020 start date, 120 hours per month

Designations
  • Certified Financial Planner

View on SEC IAPD

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