Frederick Harry Yankee

Current Employers

Employment History

• 04/1980 → Present
  A.L. Williams
  West Palm Beach, FL
• 05/1985 → Present
  Time Financial Service
  Delray, FL
• 01/1991 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 08/1995 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Delray Beach, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Delray Beach, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Delray Beach, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Delray Beach, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Delray Beach, FL
• 1995-08-16 → 2020-07-17
  Investacorp Advisory Services Inc
  Lake Worth, FL
  Boynton Beach, FL
  Boynton Beach, FL
  Delray Beach, FL

Other Businesses

1. ADVISORY-SSA POSITION: Owner NATURE: Advisory-SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/16/1995 ADDRESS: 5300 West Atlantic Ave STE 404, Delray Beach FL 33484 DESCRIPTION: Advisory-SAA 2. TIME FINANCIAL SERVICE INC. POSITION: CEO NATURE: Tax Preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 7200 SECURITIES TRADING HOURS: 7 START DATE: 03/19/1985 ADDRESS: 5300 West Atlantic Ave #404, Delray Beach FL 33467 DESCRIPTION: Tax Preparation 3. TIME FINANCIAL SERVICE INC POSITION: owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 01/25/1991 ADDRESS: 5300 West Atlantic Ave STE 404, Delray Beach FL 33484 DESCRIPTION: Insurance solutions 4. TIME FINANCIAL SERVICE INC POSITION: none everything is handled through Aaron Yankee NATURE: Tax Preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 5300 W Atlantic Ave #404, Suite 404, Delray Beach FL 33484 DESCRIPTION: Tax Service and Investments.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-12-14