David Arron Younis

Current Employers

Employment History

• 11/2013 → 02/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2013 → 02/2019
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2019 → 06/2024
  Securities America, Inc.
  Victor, NY
• 02/2019 → 06/2024
  Securities America Advisors, Inc.
  Victor, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Rochester, NY

Previous Registrations

• 2019-02-07 → 2024-06-14
  Securities America Advisors, Inc.
  Victor, NY
• 2015-02-27 → 2019-02-20
  Cambridge Investment Research Advisors, Inc.
  Victor, NY
• 2004-03-04 → 2009-12-31
  Osaic Fa, Inc.
  Rochester, NY
  Rochester, NY
• 2003-07-31 → 2004-01-15
  Osaic Fa, Inc.
  Rochester, NY

Other Businesses

Allied Financial Partners Position: Advisor Nature: Advisory Investment Related: Yes Hours: 75 Securities Trading Hours: 75 Start Date: 07/01/2003 Address: 6536 Anthony Dr., Suite B, Victor NY 14564 N/A Position: See above Nature: Trustee for Family ILIT Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 01/01/2010 Address: 1754 Estate Dr., Farmington NY 14425 N/A Position: Advisor Nature: Insurance Sales Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 07/01/2003 Address: 6536 Anthony Dr., Suite B, Victor NY 14564 DBA - ALLIED FINANCIAL PARTNERS WEIRDERY, LLC POSITION: Sole Member NATURE: LLC - Tree Farm INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2022 ADDRESS: 1754 Estate Dr., Farmington NY 14425, United States DESCRIPTION: Planting and developing Trees and fruit stock for timber sale and saplings to nurseries - black walnut primarily. PARTNERSHIP FOR ONTARIO COUNTY POSITION: Treasurer NATURE: Treasurer forboard of directors for a not-for-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/02/2022 ADDRESS: 5297 parkside Dr., #307, Canandaigua NY 14424, United States DESCRIPTION: Offer support for decision making, review financials and offer constructive feedback.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-28

Designations