Rebecca W Yerby

Current Employers

Four10 Planning

Vestavia Hills, AL • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2023-03-29

AL RA
APPROVED

Since 2023-03-29

Branch Locations

Vestavia Hills, AL • 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

Organization	City	State	From	To
Kassouf & Co.	Birmingham	AL	05/2014	01/2017
Kassouf Wealth Advisors, Llc	Birmingham	AL	01/2017	12/2021
Four10 Planning Llc	Vestavia Hills	AL	11/2022	Present
Oakworth Capital Bank	Birmingham	AL	01/2022	10/2022

05/2014 → 01/2017

Kassouf & Co.

Birmingham, AL
01/2017 → 12/2021

Kassouf Wealth Advisors, Llc

Birmingham, AL
11/2022 → Present

Four10 Planning Llc

Vestavia Hills, AL
01/2022 → 10/2022

Oakworth Capital Bank

Birmingham, AL

Previous Registrations

2019-07-27 → 2022-01-04

Kassouf Wealth Advisors, Llc

Birmingham, AL

Other Businesses

Rebecca Yerby is currently the Owner and Tax Return Preparer at Four10 Accounting & Tax, LLC. This activity accounts for approximately 5% of her time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-07-27

S65 Uniform Investment Adviser Law Examination

2019-07-27

Designations

Other Names

Rebecca T Weir
Rebecca Yerby

View on SEC IAPD