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Sara Marianne Richart Young

Nectarine

Cincinnati, OH

San Diego, CA

Live And Give Financial

Cincinnati, OH

CRD 7290529

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Employer firm

Nectarine CRD 327155

3,210 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Nectarine

1650 Garnet Avenue #1090, San Diego, CA 92109 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-04-04
TX RA APPROVED 2024-04-04
  • OH RA
    APPROVED
    Since 2024-04-04
  • TX RA
    APPROVED
    Since 2024-04-04

Branch Locations

Cincinnati, OH • United States

1650 Garnet Avenue #1090, San Diego, CA 92109 • United States

Live And Give Financial

Cincinnati, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-18
  • OH RA
    APPROVED
    Since 2023-10-18

Branch Locations

Cincinnati, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foster & Motley, Inc. Cincinnati OH 02/2020 08/2023
Sabbatical Cincinnati OH 05/2018 02/2020
North Shore Surgi-Center Smithtown NY 06/2014 05/2018
St Catherine Of Siena Med Center Smithtown NY 01/2016 03/2018
Live And Give Financial Llc Cincinnati OH 08/2023 Present
Nectarine Cincinnati OH 04/2024 Present
Queen City Rents Cincinnati OH 12/2012 Present
  • 02/2020 → 08/2023
    Cincinnati, OH
  • 05/2018 → 02/2020
    Sabbatical
    Cincinnati, OH
  • 06/2014 → 05/2018
    North Shore Surgi-Center
    Smithtown, NY
  • 01/2016 → 03/2018
    St Catherine Of Siena Med Center
    Smithtown, NY
  • 08/2023 → Present
    Live And Give Financial Llc
    Cincinnati, OH
  • 04/2024 → Present
    Cincinnati, OH
  • 12/2012 → Present
    Queen City Rents
    Cincinnati, OH
Previous Registrations
Other Businesses

Queen City Rents investment-related private address in Cincinnati, OH long term single-family real estate rental Owner 12/2012 de minimis hours per month 0 hours during trading general management: collecting rents, responding the maintenance requests, tenant onboarding/offboarding

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-16
  • S65 Uniform Investment Adviser Law Examination
    2020-12-16
Designations
  • Certified Financial Planner
Other Names
  • Sara Young
  • Sara Richart
  • Sara Marianne Richart
  • Sara Marianne Young
  • Sara M Young
  • Sara R Young
  • Sara Richart Young

View on SEC IAPD

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