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111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-06 |
Branch Locations
111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
Rancho Palos Verdes, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, L.P. | Torrance | CA | 09/1999 | 10/2017 |
| Raymond James Financial Services, Inc. | Torrance | CA | 10/2017 | 08/2024 |
| Raymond James Financial Services Advisors Inc. | Torrance | CA | 10/2017 | 08/2024 |
| Jj Young Financial, Inc. | Long Beach | CA | 10/2017 | Present |
| Crux Wealth Advisors | Long Beach | CA | 10/2017 | Present |
| Arete Wealth Management | Chicago | IL | 08/2024 | Present |
(1)Name of Business: Crux Wealth Advisors Address: 3444 E Anaheim St, Long Beach, CA, 90804-4079, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 10/04/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Servicing client accounts (2)Name of Business: JJ Young Financial, Inc. Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 10/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: Peninsula Drama Boosters Club Address: 4237 Miraleste Dr, Rancho Palos Verdes, CA, 90275, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer of my daughter's drama booster club. Handle deposits and write checks and reconcile accounts (4)Name of Business: Young & Associates Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/06/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Annuity, Life and LTC Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-07 |
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