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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

George Allen Yackey Jr

Advisor at IBN ADVISORY SERVICES, INC.

LIVERPOOL, NY | Anaheim Hills, CA

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Search this name across graphsid dfx:ria:a7a12e97-c901-e335-ba7c-9363b50fd7f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Apr 5, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IBN ADVISORY SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 4, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 2
Registered states: 2
Exams: S66|S63|S65
First exam: Apr 4, 2002
First registration: Apr 5, 2002
Dual registered: yes, broker-dealer
Other names: SKIP YACKEY|GEORGE ALLEN YACKEY|GEORGE ALLEN YACKEY JR|GEORGE ALLEN YACKEY|George Allen Yackey
IAPD individual key: 4492815

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IBN ADVISORY SERVICES, INC.	Independent wealth	Feb 4, 2025	n/a	yes	Anaheim Hills, CA\|LIVERPOOL, NY	Current employment
IBN FINANCIAL SERVICES, INC	Independent wealth	Feb 4, 2025	n/a	yes	Anaheim Hills, CA\|LIVERPOOL, NY\|Anaheim Hills, CA\|LIVERPOOL, NY	Current employment
SUMMIT GLOBAL INVESTMENTS, LLC	Mixed wealth	Dec 2, 2024	Feb 3, 2025	no	BOUNTIFUL, UT\|La Habra Heights, CA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jan 3, 2023	Mar 31, 2023	no	SAN DIEGO, CA\|Costa Mesa, CA	Previous registration
SCF INVESTMENT ADVISORS, INC.	Former SEC adviser	May 21, 2019	Aug 21, 2019	no	ANAHEIM, CA\|SAN DIEGO, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 9, 2018	May 9, 2019	no	Irvine, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 15, 2011	Jul 17, 2018	no	BREA, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 29, 2011	no	WHITTIER, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 27, 2004	Jun 1, 2009	no	WHITTIER, CA\|WHITTIER, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 5, 2002	Mar 11, 2004	no	BREA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUMMIT GLOBAL INVESTMENTS, LLC	IBN ADVISORY SERVICES, INC.	Feb 3, 2025	Feb 4, 2025	1	Firm change	RIA to RIA
PARK AVENUE SECURITIES LLC	SUMMIT GLOBAL INVESTMENTS, LLC	Mar 31, 2023	Dec 2, 2024	612	Firm change after gap	Ibd to RIA
SCF INVESTMENT ADVISORS, INC.	PARK AVENUE SECURITIES LLC	Aug 21, 2019	Jan 3, 2023	1,231	Firm change after gap	Ibd to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	SCF INVESTMENT ADVISORS, INC.	May 9, 2019	May 21, 2019	12	Firm change	Ibd to ibd
UBS FINANCIAL SERVICES INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Jul 17, 2018	Jul 9, 2018	-8	Firm change	Wirehouse to ibd
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Nov 29, 2011	Nov 15, 2011	-14	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	CITIGROUP GLOBAL MARKETS INC.	Mar 11, 2004	Feb 27, 2004	-13	Firm change	Other

Relationships

Registered with (9)

→ IBN ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Feb 4, 2025 to presentfactForm ADV
→ IBN FINANCIAL SERVICES, INCRegistered adviserregistration: current employment
Feb 4, 2025 to presentfactForm ADV
→ SUMMIT GLOBAL INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 2, 2024 to Feb 3, 2025factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jan 3, 2023 to Mar 31, 2023factForm ADV
→ SCF INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 21, 2019 to Aug 21, 2019factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 9, 2018 to May 9, 2019factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 15, 2011 to Jul 17, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 29, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 27, 2004 to Jun 1, 2009factForm ADV

Dated events

Occurred
Feb 3, 2025
Advisor changed firm
George Allen Yackey Jr left Summit Global Investments, Llc for Ibn Advisory Services, Inc. (registered 2025-02-04)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
George Allen Yackey Jr left Park Avenue Securities Llc for Summit Global Investments, Llc (registered 2024-12-02)
Form ADVobserved 5 days ago