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Steven Lee Yamshon

Benefit Financial Services Group

Irvine, CA

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Current Employers
Benefit Financial Services Group

2040 Main Street Suite 720, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-07-01
TX RA APPROVED 2019-07-01
  • CA RA
    APPROVED
    Since 2019-07-01
  • TX RA
    APPROVED
    Since 2019-07-01

Branch Locations

2040 Main Street Suite 720, Irvine, CA 92614 • 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
Stevens First Principles Investment Advisors Newport Beach CA 10/1985 07/2019
Benefit Financial Services Group Irvine CA 07/2019 Present
Usda Forest Service, Region 5, Los Padres National Forest Ojai CA 06/2023 07/2024
  • 10/1985 → 07/2019
    Stevens First Principles Investment Advisors
    Newport Beach, CA
  • 07/2019 → Present
    Benefit Financial Services Group
    Irvine, CA
  • 06/2023 → 07/2024
    Usda Forest Service, Region 5, Los Padres National Forest
    Ojai, CA
Previous Registrations
  • 2019-03-26 → 2020-06-30
    Stevens First Principles Investment Advisors
    Irvine, CA
  • 1986-10-08 → 2007-12-31
    Stevens First Principles Investment Advisors
    Santa Ana, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-26
  • S65 Uniform Investment Adviser Law Examination
    2019-03-26
Other Names
  • Steven Yamshon

View on SEC IAPD

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VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
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