Brian D Yaiser

Current Employers

Employment History

• 06/1998 → 05/2023
  Lincoln Financial Advisors Corporation
  Middleport, NY
• 05/2023 → 09/2023
  Sagepoint Financial, Inc..
  Middleport, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  Middleport, NY

Previous Registrations

• 2023-05-15 → 2023-09-01
  Osaic Services, Inc.
  Middleport, NY
• 2014-03-05 → 2023-05-16
  Osaic Fa, Inc.
  Middleport, NY
  Nashville, TN
  Smryna, TN
  Amherst, NY
  Smryna, TN
  Williamsville, NY

Other Businesses

1) IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/15/2023 ADDRESS: 15 Main Street, Middleport NY 14105, United States DESCRIPTION: Marketing name for securities and insurance business. 2) YAZE PROPERTIES LLC POSITION: Owner NATURE: Management rentals and development. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: 5432 Royalton Center Road, Middleport NY 14105, United States DESCRIPTION: Management, rentals and development of residential and light commercial properties 3) YAZE ACRES DBA POSITION: Owner NATURE: Family Farm INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/08/1985 ADDRESS: 5432 Royalton Center Road, Middleport NY 14105, United States DESCRIPTION: Family Farm 4) SALVATION ARMY POSITION: Board Member NATURE: Charitable Organization, Lockport Corps INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2024 ADDRESS: 50 Cottage Street, Lockport NY 14094, United States DESCRIPTION: Volunteer serving meals for homeless individuals, assisting with the kittle drive at Christmas time. As well as advising the organization on policy and future directions of the entity. 5. SHILOH LLC POSITION: Single Member NATURE: Family Camp Ground Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 37 New Road, Hammond NY 13646, United States DESCRIPTION: Previously used by family only, however current plan is to offer camp as rentals. 6. YAZE ENTERTAINMENT LLC POSITION: Single Member NATURE: Event Services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: 5432 Royalton Center Road, Middleport NY 14105, United States DESCRIPTION: Ownership 7. YAZE ANTIQUES LLC POSITION: Single Member NATURE: Retail INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2025 ADDRESS: 5432 Royalton Center Road, Middleport NY 14105, United States DESCRIPTION: Owner 8. YAZE CAPITAL LLC POSITION: Single Member NATURE: Ownership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2025 ADDRESS: 5432 Royalton Center Road, Middleport NY 14105, United States DESCRIPTION: Owner of Personally Managed investments

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-26
• S63 Uniform Securities Agent State Law Examination
  1985-03-29

Other Names

• Brian D Yaiser