DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Barry Scott Yankelevitz
Feed of 09/14/2026
Also filed as Barry Yankelevitz
At current firm
1 y
since Dec 9, 2024
In the industry
37 y
since Apr 1, 1989 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ausdal Financial Partners, Inc. independent RIA currentsince Dec 9, 2024 · Downers Grove, Il
- Osaic Wealth, Inc. BD affiliatedOct 11, 2024 to Dec 5, 2024 · Boynton Beach, Fl
- American Portfolios Advisors, Inc formerJul 6, 2010 to Oct 11, 2024 · Ft. Lauderdale, Fl
- Questar Asset Management, Inc. formerJan 4, 2005 to Jun 30, 2010 · Fort Lauderdale, Fl
- Questar Capital Corporation unclassifiedOct 12, 1998 to Dec 31, 2005 · Fort Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Ausdal Financial Partners, Inc.left Dec 5, 2024, registered Dec 9, 2024 (4 days) · Affiliated broker-dealer or bank to independent RIA
- American Portfolios Advisors, Inc to Osaic Wealth, Inc.left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
- Questar Asset Management, Inc. to American Portfolios Advisors, Incleft Jun 30, 2010, registered Jul 6, 2010 (6 days) · Other
- Questar Capital Corporation to Questar Asset Management, Inc.left Dec 31, 2005, registered Jan 4, 2005 (-361 days) · corporate re-registration, not a move
Signals
- Barry Scott Yankelevitz left Osaic Wealth, Inc. for Ausdal Financial Partners, Inc. (registered 2024-12-09)Dec 5, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address