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Winnetka, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | North Hollywood | CA | 07/2015 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sherman Oaks | CA | 06/2015 | 08/2020 |
| Cash Money Lending | Los Angeles | CA | 08/2020 | Present |
| Create My Wealth | Woodland Hills | CA | 09/2021 | Present |
Name of outside business organization: Andreas Yanik Address of business: las vegas, Nevada 89169 Nature of business: Rental Property Start date of relationship: 6/19/2018 Number of hours devoted: 10 hour(s) /month Number of hours devoted during trading hours: 0 Mortgage Broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
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