Masashi Yamamoto

Current Employers

Employment History

• 08/2017 → 08/2023
  Nylife Securities Llc
  San Jose, CA
• 08/2017 → 08/2023
  New York Life Insurance Company
  San Jose, CA
• 12/2009 → 08/2017
  The Prudential Insurance Company Of America
  San Jose, CA
• 12/2009 → 08/2017
  Pruco Securities
  San Jose, CA
• 09/2017 → 08/2023
  Eagle Stratgies Llc
  San Jose, CA
• 08/2023 → 06/2024
  Securities America, Inc.
  San Jose, CA
• 08/2023 → Present
  Pfg Advisors
  San Jose, CA
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  San Jose, CA
• 11/2025 → Present
  United Planners
  Scottsdale, AZ
• 08/2017 → Present
  Next Life Stage Planning
  Cupertino, CA
• 05/2019 → Present
  Amazon
  Milpitas, CA
• 03/2021 → Present
  Masashi (Mark) Yamamoto
  Cupertino, CA
• 08/2023 → Present
  Blupeak Investment Services
  Berkeley, CA

Previous Registrations

• 2017-09-15 → 2023-08-10
  Eagle Strategies Llc
  San Jose, CA
  San Jose, CA
• 2013-08-20 → 2017-08-09
  Pruco Securities, Llc.
  San Jose, CA

Other Businesses

1.) MASASHI (MARK) YAMAMOTO - INSURANCE AGENT - NON-VARIABLE INSURANCE - CUPERTINO, CA - SINCE 03/2021 - INVESTMENT RELATED 2.) SOPHIA UNIV. SF BAY AREA ALUMNI - PRESIDENT - PRESIDENT OF SOPHIA UNIV. ALUMI (SF BAY AREA CHAPTER) - SAN JOSE, CA - SINCE 09/2016 - NOT INVESTMENT RELATED 3.) AMAZON - DATA ANALYST I - PART TIME DATA ANALYST - MILPITAS, CA - SINCE 05/2019 - NOT INVESTMENT RELATED 4.) PFG ADVISORS LLC - IAR - REGISTERED INVESTMENT ADVISOR - BERKELEY, CA - SINCE 08/2023 - INVESTMENT RELATED 5.) BLUPEAK INVESTMENT SERVICES - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - BERKELEY, CA - SINCE 08/2023 - INVESTMENT RELATED 6.) NEXT LIFE STAGE PLANNING - FINANCIAL ADVISOR - CONSULTING SERVICES - CUPERTINO, CA - SINCE 08/2017 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-05
• S63 Uniform Securities Agent State Law Examination
  2010-01-23

Other Names

• Mark Yamamoto