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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
2241 E Continental Blvd Ste 130, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2018 | 06/2024 |
| Ymca Of Metropolitan Fort Worth | Fort Worth | TX | 04/2017 | 02/2018 |
| Flow Wine Group | Fort Worth | TX | 07/2016 | 03/2018 |
| Unemployed | Keller | TX | 07/2024 | 04/2026 |
| Yach Advisors Llc | Southlake | TX | 04/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
1. NAME OF OTHER BUSINESS: YACH ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-17 |
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