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York Wealth Management, LLC CRD 331730
$266.7K regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
West Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-26 |
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