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Advisor at YAYATI ASSET MANAGEMENT, LLC
NEWPORT BEACH, CA
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 |
|---|---|---|---|---|---|---|
| YAYATI ASSET MANAGEMENT, LLC | State registered | Apr 17, 2025 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| ASSETMARK, INC. | Bd affiliated wealth | Aug 1, 2008 | Nov 20, 2020 | no | ENCINO, CA | Previous registration |
| GENWORTH FINANCIAL ASSET MANAGEMENT, INC | n/a | May 4, 2005 | Jul 31, 2008 | no | ENCINO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASSETMARK, INC. | YAYATI ASSET MANAGEMENT, LLC | Nov 20, 2020 | Apr 17, 2025 | 1,609 | Firm change after gap | Ibd to state RIA |
| GENWORTH FINANCIAL ASSET MANAGEMENT, INC | ASSETMARK, INC. | Jul 31, 2008 | Aug 1, 2008 | 1 | Firm change | Other |