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Advisor at YIELDS FOR YOU, LLC
MELVILLE, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| YIELDS FOR YOU, LLC | State registered | Aug 13, 2022 | n/a | yes | MELVILLE, NY | Current employment |
| COPPELL ADVISORY SOLUTIONS LLC | Independent wealth | Mar 25, 2019 | May 30, 2024 | no | Plainview, NY | Previous registration |
| VANN EQUITY MANAGEMENT LLC | Independent wealth | Mar 28, 2016 | Apr 3, 2019 | no | Plainview, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | YIELDS FOR YOU, LLC | May 30, 2024 | Aug 13, 2022 | -656 | Firm change after gap | RIA to state RIA |
| VANN EQUITY MANAGEMENT LLC | COPPELL ADVISORY SOLUTIONS LLC | Apr 3, 2019 | Mar 25, 2019 | -9 | Firm change | RIA to RIA |