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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust Wealth Management | Pasadena | CA | 06/2013 | 04/2019 |
| Lpl Financial, Llc | Sherman Oaks | CA | 04/2019 | 01/2022 |
| Trace Wealth Advisors, Llc | Los Angeles | CA | 01/2022 | Present |
| Yds Investments Llc | Beverly Hills | CA | 04/2025 | Present |
YDS Investments LLC, investment-related, address: Beverly Hills, CA,. nature of the other business, Family Office in Real Estate Investments, title: Interim CFO. Start date: April 2025. Approximate number of hours/month you devote to the other business, 40/month. Number of hours you devote to the other business during securities trading hours: generally, all. Duties: Consult on Administrative matters related to Estate Planning, Tax Planning and real estate investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-20 |
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