AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
YK

Yulia Kalk

VOLEON SECURITIES
BERKELEY, CA 94704
Some features on this profile are disabled
CRD#: 2612028
YK
Yulia KalkVOLEON SECURITIES

Professional summary

Yulia Kalk is a registered financial professional currently at VOLEON SECURITIES located in Berkeley, California and NORTH POINT MERGERS AND ACQUISITIONS, INC. located in San Francisco, California.

Yulia is registered as a RR (Registered Representative) and started their career in finance in 1996. Yulia has worked at 12 firms and has passed the Series 65, Series 63, Series 7TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Yulia Kalk's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 4, 2025 - Present

VOLEON SECURITIES

Office #1: 1919 Shattuck Avenue, Floor 7, Berkeley, CA 94704Office #2: 1919 Shattuck Avenue, Floor 7, Berkeley, CA 94704
BD
CRD#: 332480
BERKELEY, CA
Current

August 20, 2026 - Present

NORTH POINT MERGERS AND ACQUISITIONS, INC.

Office #1: 580 California Street, Suite 2200, San Francisco, CA 94104
BD
CRD#: 133300
SAN FRANCISCO, CA
Past

April 9, 2025 - June 5, 2025

ARBUTUS SECURITIES, LLC

BD
CRD#: 296912
NEW YORK, NY
Past

April 8, 2024 - August 1, 2024

KROLL SECURITIES LLC

BD
CRD#: 36927
LOS ANGELES, CA
Past

June 6, 2019 - November 2, 2020

FUNDING CIRCLE SECURITIES LLC

BD
CRD#: 149479
San Francisco, CA
Past

August 28, 2018 - April 30, 2019

OPUS FINANCIAL PARTNERS, LLC

BD
CRD#: 172146
Irvine, CA
Past

July 12, 2017 - August 7, 2017

CARTA SECURITIES, LLC

BD
CRD#: 282086
SAN FRANCISCO, CA
Past

April 18, 2017 - January 2, 2018

OPUS FINANCIAL PARTNERS, LLC

BD
CRD#: 172146
Irvine, CA
Past

January 21, 2014 - October 14, 2014

BURRILL SECURITIES

BD
CRD#: 140221
SAN FRANCISCO, CA
Past

November 22, 2013 - August 11, 2021

GORDIAN INVESTMENTS, LLC

BD
CRD#: 158611
LAFAYETTE, CA
Past

July 21, 2008 - June 3, 2013

1ST DISCOUNT BROKERAGE, INC.

RIA
CRD#: 39164
WELLINGTON, FL
Past

August 21, 2002 - June 3, 2013

1ST DISCOUNT BROKERAGE, INC.

BD
CRD#: 39164
WELLINGTON, FL
Past

March 27, 1997 - August 21, 2002

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

April 2, 1996 - July 23, 1996

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/19/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/8/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/8/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 8/20/2026
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/8/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NP
NORTH POINT MERGERS AND ACQUISITIONS, INC.
NORTH POINT ADVISORS, INC. | NORTH POINT MERGERS AND ACQUISITIONS, INC. | NORTH POINT ADVISORS, LLC

CRD#: 133300 / SEC#: , 8-66709

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
Loading...

Contact information

Main Address
580 California Street, Suite 2200, San Francisco, CA 94104
Mailing Address
580 California Street, Suite 2200, San Francisco, CA 94104
Phone number
(415) 358-3500
Established
Delaware since 12/19/2018
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
NORTH POINT LLCOWNER ENTITY
COLE, GARRISON ALLENCO-CFO7895314
JACQUIN, DAVID M JRCEO, CCO, POO, PFO2380441
POSTREL, HELENE BERSONFINOP2240945

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTH POINT MERGERS AND ACQUISITIONS, INC.

CRD#: 133300Berkeley, CA 94704

TRUST BUT VERIFY

Monitor Yulia Kalk

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jason Michael Cooke
Jason CookeAdvisorCheck Check Mark
EDELMAN FINANCIAL ENGINES
IAR
DANVILLE, CA
Jason Guo Quan Fang
Jason FangAdvisorCheck Check Mark
TERRAFIRMA WEALTH PARTNERS
IAR
WALNUT CREEK, CA
Michael Steven Ginsberg
Michael GinsbergAdvisorCheck Check Mark
GINSBERG FINANCIAL STRATEGIES
IAR
WALNUT CREEK, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.