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CRD#: 304918
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for YIELDX SECURITIES Comes From
Understanding the Statistics for YIELDX SECURITIES and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Firm Size
Small
Established
Delaware since 04/15/2019
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at YIELDX SECURITIES
CB
Carson Joseph Biber
IAR
CRD#: 7254053
Location:
Waukesha, WI 53186
Company:
DRAKE & ASSOCIATES, LLC
Disclosures:
Experience:
4 years
David Allen Shaffer
IAR
RR
CRD#: 7426278
Location:
Denver, PA
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
4 years
Jason Michael Cooke
IAR
CRD#: 2835024
Location:
Danville, CA 94526
Company:
EDELMAN FINANCIAL ENGINES
Disclosures:
Experience:
29 years
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