Yosyas Fasil Assefa

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-05

Branch Locations

Garland, TX • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Westlake	TX	01/2023	08/2023
Liberty Mutual	Plano	TX	05/2022	03/2023
Cvs	Lewsville	TX	06/2021	07/2022
Univeristy Of Texas At Dallas	Richardson	TX	08/2020	12/2022
Chick-Fil-A	Plano	TX	08/2017	11/2019
Tiaa-Cref Individual & Institutional Services, Llc	Lewisville	TX	10/2023	Present
Tiaa	Lewisville	TX	10/2023	Present
Unemployed	Garland	TX	09/2023	09/2023
Salt Grass Steak House	Plano	TX	11/2019	06/2020
Doordash	Plano	TX	03/2020	06/2021
Plano West High School	Plano	TX	08/2017	06/2019
Jasper High School	Plano	TX	08/2015	07/2017

01/2023 → 08/2023

Charles Schwab & Co., Inc.

Westlake, TX
05/2022 → 03/2023

Liberty Mutual

Plano, TX
06/2021 → 07/2022

Cvs

Lewsville, TX
08/2020 → 12/2022

Univeristy Of Texas At Dallas

Richardson, TX
08/2017 → 11/2019

Chick-Fil-A

Plano, TX
10/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Lewisville, TX
10/2023 → Present

Tiaa

Lewisville, TX
09/2023 → 09/2023

Unemployed

Garland, TX
11/2019 → 06/2020

Salt Grass Steak House

Plano, TX
03/2020 → 06/2021

Doordash

Plano, TX
08/2017 → 06/2019

Plano West High School

Plano, TX
08/2015 → 07/2017

Jasper High School

Plano, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-05
S63	Uniform Securities Agent State Law Examination	2023-11-03