John Weaver Young

Current Employers

Employment History

• 04/2015 → 10/2024
  Allen C. Ewing & Co.
  Greenville, SC
• 04/2015 → 09/2019
  Hayden Royal (Previously Great Lakes & Atlantic Wealth)
  Charlotte, NC
• 10/2019 → 08/2023
  Red Oak Capital Management, Inc
  Chapel Hill, NC
• 05/2023 → Present
  Cardinal Wealth Partners
  Chapel Hill, NC
• 10/2024 → 10/2025
  Pks Investments
  Albany, NY
• 10/2025 → Present
  Cardinal Wealth Partners Insurance Agency
  Chapel Hill, NC
• 10/2025 → Present
  The Leaders Group Inc Dba Simplicity Investments
  Summit, NJ

Previous Registrations

• 2019-11-01 → 2023-08-01
  Red Oak Capital Management, Inc.
  Chapel Hill, NC
  Oak Brook, IL
• 2015-04-30 → 2019-11-01
  Hayden Royal
  Chapel Hill, NC
  Charlotte, NC
• 2012-01-23 → 2015-04-30
  Raymond James & Associates, Inc.
  Chapel Hill, NC
• 2010-08-31 → 2012-01-27
  First Allied Securities, Inc.
  San Diego, CA
  San Diego, CA
  Cary, NC
• 2009-06-01 → 2010-09-14
  Morgan Stanley
  Durham, NC
  Raleigh, NC
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Durham, NC
  Raleigh, NC
• 2003-10-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Durham, NC
  Durham, NC
  Raleigh, NC
• 2001-12-31 → 2003-10-06
  Legg Mason Wood Walker, Incorporated
  Raleigh, NC

Other Businesses

1.) CARDINAL WEALTH PARTNERS - 4/4/2023 - 1340 Environ Way, Chapel Hill, NC 27517 - Founder/IAR, RIA, Invt Rel, Invt Mgmt & Planning, 50 hrs/mo; 160 hrs/mo (during trading hours). 2.) CARDINAL WEALTH PARTNERS INS AGENCY - 4/1/2016 - 1340 Environ Way, Chapel Hill, NC 27517 - Agent, Insurance agent providing life insurance solutions, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) SEA SERENDIPITY, LLC - 8/1/2026 - 545 SalterPath Rd B-1 Pine Knoll Shores, NC 28512 - Managing Director, Oversee Rental and rentals company, Not Invt Rel, 20 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  1998-04-16

Designations

Other Names

• John Weaver Young
• John Young