Yin Yin appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Yin Yin appears on 14 filing roles across Form ADV (14).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-29 | Form ADV | KESTRA ADVISORY SERVICES, LLC | CONTROLLER | AUSTIN, TX |
| 2026-01-29 | Form ADV | KESTRA PRIVATE WEALTH SERVICES, LLC | ASSISTANT SECRETARY | AUSTIN, TX |
| — | Form ADV | BLUESPRING WEALTH MANAGEMENT, LLC | ASSISTANT VICE PRESIDENT | AUSTIN, TX |
| — | Form ADV | GROVE POINT ADVISORS, LLC | ASSISTANT SECRETARY | ROCKVILLE, MD |
| 2026-01-29 | Form ADV | KESTRA INSTITUTIONAL SERVICES, LLC | CONTROLLER | AUSTIN, TX |
| — | Form ADV | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | CONTROLLER AND ASSISTANT SECRETARY | WALNUT CREEK, CA |
| 2025-12-05 | Form ADV | BEACON RETIREMENT PLANNING SERVICES INC. | CONTROLLER AT KESTRA FINANCIAL, INC | DALLAS, TX |
| 2025-09-08 | Form ADV | RITTER DANIHER FINANCIAL ADVISORY LLC | CONTROLLER & ASSISTANT SECRETARY | CINCINNATI, OH |
| 2025-12-22 | Form ADV | HEDEKER WEALTH LLC | CONTROLLER AND ASSISTANT SECRETARY | LINCOLNSHIRE, IL |
| 2025-03-12 | Form ADV | HICKORY ASSET MANAGEMENT, INC. | SECRETARY | CONCORD, OH |
| 2025-03-28 | Form ADV | PROVISE MANAGEMENT GROUP, LLC | CONTROLLER | CLEARWATER, FL |
| — | Form ADV | H. BECK, INC. | ASSISTANT SECRETARY | ROCKVILLE, MD |
| — | Form ADV | RITTER DANIHER FINANCIAL ADVISORY, LLC | CONTROLLER AND ASSISTANT SECRETARY | CINCINNATI, OH |
| — | Form ADV | NFP ADVISOR SERVICES, LLC | CONTROLLER | AUSTIN, TX |