YY
Yin Yin
CRD 3219513
Firms
| Firm | Role | As of |
|---|---|---|
| Kestra Advisory Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Hedeker Wealth Llc
Controller And Assistant Secretary · Less than 5% · Dec 2024
-
Kestra Private Wealth Services, Llc
Assistant Secretary · Less than 5% · Nov 2024
-
Kestra Advisory Services, Llc
Controller · Less than 5% · Nov 2024
-
Kestra Institutional Services, Llc
Vice President, Controller · Less than 5% · Nov 2024
-
Ritter Daniher Financial Advisory Llc
Controller & Assistant Secretary · Less than 5% · Aug 2024
-
Beacon Retirement Planning Services Inc.
Controller At Kestra Financial, Inc · Less than 5% · Apr 2024
-
Provise Management Group, Llc
Controller · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗