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The David J. Yvars Group Inc. CRD 328901
$359M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
University Park, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-22 |
| FL | RA | APPROVED | 2024-10-02 |
Branch Locations
400 Columbus Avenue Suite 30S, Valhalla, NY 10595 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| The David J. Yvars Group, Inc. | Valhalla | NY | 01/2004 | 12/2023 |
| The David J. Yvars Group Inc. | Valhalla | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-28 |
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