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901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-24 |
Branch Locations
36 West Beauregard Avenue, Suite 720, San Angelo, TX 76903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonora Financial Management, Llc | San Angelo | TX | 01/2016 | 01/2017 |
| Na | San Angelo | TX | 02/2017 | 04/2017 |
| Strategic Financial Concepts, Llc | San Angelo | TX | 05/2017 | Present |
VIP Livestock Company in San Angelo, Texas. Perform non-investment-related livestock management duties for a family ranching operation. Involvement started in 1993. Hours worked monthly varies widely from 0 to 10 or more hours, which can include hours during the trading day. Mr. Yale is an approved Co-Trustee for an Irrevocable Trust for planning and fund management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-22 |
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