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Benis G. Yadegar

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CRD#: 6161752
BY

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Benis Gavlan Yadegar, who also goes by Benis G Yadegar, Ben Yadegar, was a registered financial professional .

Benis is a previously registered financial professional and started their career in finance in 2013. Benis had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Benis G Yadegar | Ben Yadegar

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.
AMERICA ONE PROPERTIES, INC./NOT INVESTMENT RELATED/1394 VINE STREET SAN JOSE, CA 95110/REAL ESTATE ACTIVITIES SUCH AS SELLING REAL ESTATE/PRESIDENT/01.2008/10/0/PRESIDENT America One Properties, Inc. dba America One Credit Acceptance/ Not Investment related/ 1394 Vine Street, San Jose, CA 95110 Auto loan servicing/ license pending April 2017/ Dynamic Yields Financial Partners, LP / 1394 Vine Street, San Jose CA 95110/ General Partner filed Nov 4, 2016 investment related, pending in option trading, not started as of April 10, 2017 THE SIGNATURE MOTORS LLC; NOT INVESTMENT-RELATED; 1394 VINE STREET, SAN JOSE, CA 95110; AUTO DEALERSHIP; MANAGING MEMBER; 09/01/2013; 12 HRS/MONTH; MANAGING MEMBER

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 19, 2016 - December 8, 2020

DYNAMIC YIELDS CAPITAL MARKET

BD
CRD#: 279035
San Jose, CA
Past

May 19, 2015 - July 7, 2024

DYNAMIC YIELDS ADVISORY GROUP

RIA
CRD#: 175397
San Jose, CA
Past

October 3, 2013 - June 19, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
SANTA CLARA, CA
Past

April 17, 2013 - June 19, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
SANTA CLARA, 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: 9/28/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/15/2014
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DY
DYNAMIC YIELDS CAPITAL MARKET
DYNAMIC YIELDS CAPITAL MARKET | YADEGAR, BENIS G

CRD#: 279035 / SEC#: , 8-69653

BD
Terminated by SEC on 02/08/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/21/2014
Firm type
Limited Liability Company
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
YADEGAR, BENIS GAVLANCCO/MEMBER6161752

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


DYNAMIC YIELDS CAPITAL MARKET

CRD#: 279035

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