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Inactive

Alexey Igorivich Caswell-Yatsenko

Wealth Script Advisors

San Francisco, CA

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Current Employers
Wealth Script Advisors

605 Market Street Suite 509, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-13
CA RA APPROVED 2025-03-10
  • TX RA
    APPROVED_RES
    Since 2025-03-13
  • CA RA
    APPROVED
    Since 2025-03-10

Branch Locations

605 Market Street Suite 509, San Francisco, CA 94105 • 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
Fidelity Brokerage Services Llc San Francisco CA 10/2015 11/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2018
Rhs Financial, Llc San Francisco CA 11/2018 03/2025
Caswell-Yatsenko, Alexey, Igorevich Lafayette CA 03/2025 Present
  • 10/2015 → 11/2018
    Fidelity Brokerage Services Llc
    San Francisco, CA
  • 07/2018 → 11/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 11/2018 → 03/2025
    Rhs Financial, Llc
    San Francisco, CA
  • 03/2025 → Present
    Caswell-Yatsenko, Alexey, Igorevich
    Lafayette, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-04
S63 Uniform Securities Agent State Law Examination 2013-12-20
  • S66 Uniform Combined State Law Examination
    2015-04-04
  • S63 Uniform Securities Agent State Law Examination
    2013-12-20
Designations
Other Names
  • Alex I Caswell

View on SEC IAPD

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ZENTARA EXCHANGE LTD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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