Derrick Choi has been an investment adviser representative at Your Ia since May 2026, and is not listed among the firm’s executive officers or direct owners.
Your Ia, LLC is a St. George, UT firm with $107M under management, 190 clients and 15 advisers across 20 offices, as of its August 2026 filing.
Derrick Choi’s longest registration was 6 years at Transamerica Financial Advisors, LLC (2019–2026). Before joining Your Ia in 2026, Derrick Choi was registered through Transamerica Financial Advisors, LLC.
- Transamerica Financial Advisors, LLC– · 6 yearsBraintree, MA · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Derrick Choi is registered as an investment adviser representative in Massachusetts, since May 2026.
- MassachusettsSince 1 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 November 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6859569
- Firm
- Your Ia · CRD 338535
- Office
- Westwood, MA
- Registration
- Investment adviser registration
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Derrick Choi work?
Derrick Choi is an investment adviser representative registered through Your Ia, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Derrick Choi a financial advisor?
Yes. Derrick Choi has a current investment-adviser registration in Massachusetts, through Your Ia since May 2026.
How many years of experience does Derrick Choi have?
Derrick Choi has 8 years in the financial industry, since July 2018, across 2 adviser firms.
What exams has Derrick Choi passed?
Derrick Choi has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 2018. FINRA credited Derrick Choi with the SIE, which began in October 2018.
Where did Derrick Choi work before Your Ia?
Before Your Ia, Derrick Choi was registered through Transamerica Financial Advisors, LLC, December 2019 to March 2026.
Where is Derrick Choi based?
Derrick Choi’s registered office is in Westwood, MA.
Is Derrick Choi registered with FINRA?
No. Derrick Choi has no current broker registration.
How can I verify Derrick Choi’s record?
Search CRD 6859569 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derrick Choi’s full registration record.