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Your Ia, LLC CRD 338535
$107M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
Branch Locations
620 South 400 East, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Braintree | MA | 09/2017 | 03/2026 |
| World Financial Group, Inc. | Braintree | MA | 02/2013 | 03/2026 |
| Your Ia | Westwood | MA | 03/2026 | Present |
| Experior Financial Group | Westwood | MA | 03/2026 | Present |
Experior Financial Group | Investment Related | 300 Airborne Parkway, Suite 210, Cheektowaga, NY 14225 | insurance products | Agent | Independent Contractor | 30 hours devoted each week | 6 hours devoted during trading hours | Provide clients with life and health insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-11 |
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