# Lotay Yang

Lotay Yang is an investment adviser representative (IAR) with state registration records since 2000, appearing at 7 firms. Currently registered with BLACK CARD CIRCLE, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2018-08-17 | 2018-10-08 | — |
| [BLACK CARD CIRCLE, LLC](https://search.stillhousedata.com/firm/290342) | 2018-01-08 | present | Yes |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2015-05-27 | 2017-08-09 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2013-03-07 | 2015-05-27 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-04-06 | 2005-04-26 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2003-07-11 | 2003-10-09 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2000-01-08 | 2003-05-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2663097)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2663097.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.