DFX Intelligence
Advisors
Advisors registered through Capital Client Group, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
605 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Hailing Xu dual registrant | Capital Client Group, Inc. no RAUM | Los Angeles, Ca | Feb 7, 2025 | 20 y | 0 | 1 |
| Elizabeth Daykin Yakes Chartered Financial Analyst · dual registrant | Capital Client Group, Inc. no RAUM | Marina Del Rey, Ca | Oct 22, 2019 | 14 y | 0 | 1 |
| Mila Ivanova Yankova Chartered Financial Analyst · dual registrant | Capital Client Group, Inc. no RAUM | New York, Ny | Aug 16, 2024 | 21 y | 0 | 1 |
| J•••• P••• Y•••• dual registrant | C•••••• C••••• G••••• I••• no RAUM | Overland Park, Ks | May 20, 2013 | 32 y | 1 | 1 |
| J••• Y•••••••• Y•• dual registrant | C•••••• C••••• G••••• I••• no RAUM | Carmel, In | May 7, 2024 | 12 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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