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Noah York

York Wealth Management, LLC

West Chicago, IL

CRD 7921876

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Employer firm

York Wealth Management, LLC CRD 331730

$266.7K regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
York Wealth Management, Llc

West Chicago, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-27
  • IL RA
    APPROVED
    Since 2024-08-27

Branch Locations

West Chicago, IL • 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
OrganizationCityStateFromTo
Offical Finders, Llc West Chicago IL 05/2014 Present
West Chicago Bible Church West Chicago IL 05/2019 05/2024
York Wealth Management, Llc West Chicago IL 08/2024 Present
  • 05/2014 → Present
    Offical Finders, Llc
    West Chicago, IL
  • 05/2019 → 05/2024
    West Chicago Bible Church
    West Chicago, IL
  • 08/2024 → Present
    West Chicago, IL
Previous Registrations
Other Businesses

Name of the other business: OFFICIAL FINDERS, LLC Investment-related: NO Address: 1607 E MAIN ST, SUITE A, ST CHARLES, IL 60174 Nature of the business: SPORTS COACHING Position, title, or relationship with the other business: COACH Start date: 5/2014 Approximate hours/month: 80 Hours during securities trading hours: 0 Duties: COACH YOUTH GAMES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-26
  • S65 Uniform Investment Adviser Law Examination
    2024-03-26

View on SEC IAPD

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