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K•••••••• Y••••••• Y••••

Founder & Financial Advisorat Y••••••• Y•••• A•••••••IA-only· Brooklyn, NyIAPD 4983770

Certified Financial Planner · Chartered Financial Analyst

At current firm
5 y
since Jul 29, 2021
In the industry
19 y
Prior registered firms
0
Signals
0
As of · the IAPD feed; also filed as K•••••••• B•••• Y•••••••
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Professional profile
title, designations and roles as the firm prints them
Title
Founder & Financial Advisorreportedyy-advisors.comfirm site, Sep 16, 2026
Registration history
IAPD current and previous registrations
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    Signals
    No dated event on this person.
    Transition signals

    Mobility scoring is not published yet.

    Provenance
    Source
    IAPD individual compilation feedreportedadviserinfo.sec.gov
    Firm class
    Independent wealth managerderived
    Years in industry
    19derivedfrom the earliest dated exam, employment or registration
    Not published
    disclosure flags, outside business text, branch street address