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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-09 |
Branch Locations
Boynton Beach, FL • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barry S. Yankelevitz Cpa | Ft. Lauderdale | FL | 04/1989 | Present |
| American Portfolios Financial Services, Inc. | Fort Lauderdale | NY | 07/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 12/2024 |
BARRY S. YANKELEVITZ, CPA; NOT INVESTMENT RELATED; BOYNTON BEACH, FL; TAX PREPARATION; CPA/OWNER; ACTIVITY BEGAN IN 1989; I DEVOTE APPX 10 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; SOLE PROPRIETOR FOR TAX PREPARATION BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-04 |
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