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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-05-30 |
| TX | RA | APPROVED | 2023-05-30 |
Branch Locations
131 Prosperous Pl. Ste 14A, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 02/2001 | 09/2017 |
| Jason Young & Associates | Lexington | KY | 01/2001 | Present |
| Vfg Wealth Management & Benefit Solutions | Lexington | KY | 01/2001 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 09/2015 | 08/2017 |
| Royal Alliance Associates | Jersey City | NJ | 08/2017 | 05/2023 |
| Lpl Financial Llc | Lexington | KY | 05/2023 | Present |
1) 04/27/2023 - VFG WEALTH MANAGEMENT & BENEFIT SOLUTIONS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 0 Hours per month. 2) 04/27/2023 - JASON YOUNG & ASSOCIATES - Business Entity For Tax/Investment Purposes Only - KY 40509 - Non investment related - 0 Hours per month - Start date: 01/01/2000. 3) 04/27/2023 - Notary - KY 40509 - Noninvestment related - 0 Hours per month - Start date: 01/01/2005. 4) 07/11/2023 - VFG Benefit Solutions - Investment Related - At Reported Business Location(s) - Insurance Agency - President - Start Date 06/01/2023 - 50 Hours Per Month/ 35 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-24 |
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