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Paul Anthony Yokabitus

Cary Financial Planning, LLC

Cary, NC

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Current Employers
Cary Financial Planning, Llc

1255 Crescent Green Suite 200, Cary, NC 27518 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-12-21
  • NC RA
    APPROVED
    Since 2022-12-21

Branch Locations

1255 Crescent Green Suite 200, Cary, NC 27518 • 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
Mariner Platform Solutions Cary NC 03/2022 09/2022
Yokabitus Law, Pllc Dba Cary Estate Planning Cary NC 10/2018 Present
Nc Planning Cary NC 04/2017 10/2018
Stephenson Law Llp Cary NC 09/2013 03/2017
Cary Financial Planning, Llc Cary NC 01/2022 Present
  • 03/2022 → 09/2022
    Mariner Platform Solutions
    Cary, NC
  • 10/2018 → Present
    Yokabitus Law, Pllc Dba Cary Estate Planning
    Cary, NC
  • 04/2017 → 10/2018
    Nc Planning
    Cary, NC
  • 09/2013 → 03/2017
    Stephenson Law Llp
    Cary, NC
  • 01/2022 → Present
    Cary, NC
Previous Registrations
Other Businesses

1. Yokabitus Law, PLLC dba Cary Estate Planning; 155 Parkway Office Ct STE 200 Cary, NC 27518; Estate Planning law firm; Owner, Attorney; Start Date 10/2018; 160 hours per month devoted, 160 hours per month devoted during securities trading. Estate planning. 2. Yokabitus Law, PLLC dba PlanWell Legal; 155 Parkway Office Ct STE 200 Cary, NC 27518; Start Date 04/2021. 3. Yokabitus & Lundberg, PLLC; dba Cary Tax Planning;155 Parkway Office Ct STE 200 Cary, NC 27518; Tax planning law firm providing proactive tax planning services for ; Partner; Start Date 12/2022; 2 hours per month devoted during securities trading. 4. Ocean Eyes, Inc.; 155 Parkway Office Ct STE 200 Cary, NC 27518; Intellectual property holding company for law firms. Owned by Mr. Yokabitus. Mr. Yokabitus engages 0 hours per week to this activity.Start Date 11/14/2022; 0 hours per week devoted; 0 hours per week devoted during securities trading hours. 5. Discovery Legal Marketing, LLC; 155 Parkway Office Ct STE 200 Cary, NC 27518; Marketing company for law firms. Start date: 05/2021; Mr. Yokabitus is 25% Owner of this entity, and he engages 8 hours per month to this activity. 6. CAMP Holdings, LLC; 1033 Wade Ave Suite 104 Raleigh, NC 27605; Investment Related; Real estate office suite rented out; Property Manager; 1 hour per month devoted; 1 hour per month devoted during securities trading; Manages property. 7. Grain Dealers Brewery; Cary, NC; Investment Related; Passive investment through CAMP Holdings, LLC; Passive Investor; Start Date 01/04/2022; 0 hours per month devoted; 0 hours per month devoted during securities trading; Passive investor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-23
  • S65 Uniform Investment Adviser Law Examination
    2021-11-23

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