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Detailed Report
Wyn Yelin
DAVID YELIN, WYN DAVID YELIN, WYN YELIN
CRD#: 5320408
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 1880 N Congress Avenue
Suite 316
BOYNTON BEACH, FL 33426
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2009 (1 year)2 FIRMS2009 - 2011 (1 year)2 FIRMS2011 - Present (13 years)
License(s)

State Registrations

B
Arizona 9/9/2011
B
Mississippi 11/30/2015
B
California 9/9/2011
B
Missouri 2/28/2020
B
Colorado 9/9/2011
B
New Jersey 9/9/2011
B
Connecticut 8/7/2024
B
New York 9/9/2011
B
Delaware 6/2/2022
B
North Carolina 4/17/2017
B
Florida 9/9/2011
B
Ohio 9/9/2011
IA
Florida 9/12/2011
B
Pennsylvania 9/9/2011
B
Georgia 9/9/2011
B
South Carolina 9/9/2011
B
Illinois 10/10/2013
B
Tennessee 7/23/2021
B
Kansas 9/1/2016
B
Texas 9/9/2011
B
Maine 9/9/2011
IA
Texas 1/15/2019
B
Maryland 9/9/2011
B
Virginia 12/6/2011
B
Massachusetts 9/9/2011
B
West Virginia 10/18/2024
B
Michigan 9/9/2011
B
Wisconsin 9/9/2011
B
Minnesota 4/12/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
1880 N Congress Avenue Suite 316, BOYNTON BEACH, FL 33426
Registered with this firm since 9/12/2011
B
EDWARD JONES (CRD#:250)
1880 N Congress Avenue Suite 316, BOYNTON BEACH, FL 33426
Registered with this firm since 9/9/2011
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/09/2009 - 09/13/2011 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) WEST PALM BEACH, FL
B
 11/03/2009 - 09/13/2011 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) WEST PALM BEACH, FL
IA
 03/05/2008 - 10/06/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) PALM BEACH GDNS, FL
B
 02/07/2008 - 10/06/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) PALM BEACH, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.