David Gary Young

Current Employers

Employment History

• 01/1999 → Present
  Young And Company Cpas Llp
  Rochester, NY
• 06/2011 → 11/2017
  Invest Financial Corp.
  Tampa, FL
• 11/2017 → 06/2024
  Securities America, Inc.
  Rochester, NY
• 11/2017 → 06/2024
  Securities America Advisors
  Rochester, NY
• 06/2024 → 06/2026
  Osaic Wealth, Inc.
  Rochester, NY
• 06/2024 → 06/2026
  Osaic Wealth, Inc.
  Rochester, NY
• 06/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2026 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2024-06-14 → 2026-07-01
  Osaic Wealth, Inc.
  Rochester, NY
  Rochester, NY
• 2017-12-01 → 2024-06-14
  Securities America Advisors, Inc.
  Rochester, NY
• 2012-11-02 → 2017-12-04
  Invest Financial Corporation
  Appleton, WI
  Rochester, NY

Other Businesses

1. THE AMERIFLEX GROUP, 8475 West Sunset Road, STE 101, Las Vegas NV 89113, United States, 06/29/2026, Financial Advisor, RIA Affiliation - other than CIRA, INV REL, 94 HR/MO - 72 HR/MO TRADING 2. YOUNG & COMPANY WEALTH MANAGEMENT GROUP, LLC, 1425 Jefferson Road, Rochester NY 14623, United States, 01/01/2011, President, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 0 HR/MO TRADING 3. YOUNG & COMPANY CPAS LLP, 1425 Jefferson Road, Rochester NY 14623, United States, 01/01/1999, Managing Partner, Tax Services, NIR, 68 HR/MO - 23 HR/MO TRADING 4. HEART OF GOD INTERNATIONAL MINISTRIES, INC., Heart of God International Ministries, 1425 Jefferson Road c/o Young & Company CPAs LLP, Rochester NY 14623, United States, 08/01/2008, Director, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING 5. CONVERGE WEALTH PARTNERS, LLC, 1425 Jefferson Road, Rochester NY 14623-3139, United States, 06/29/2026, Investment Advisor Representative, DBA Name, INV REL, 94 HR/MO - 72 HR/MO TRADING 6. NY STATE SOCIETY OF CPAS, 200 Madison Ave, 11th Floor, New York City, NY 10016, 01/1999, Committee Member, Volunteer, NIR, 5 HR/MO, 2 HR/MO TRADING. 7. NY STATE SOCIETY OF CPAS, 200 Madison Ave, 11th Floor, New York City NY 10016, 01/1999, Committee Member, Volunteer, NIR, 7 HR/MO - 4 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-26
• S63 Uniform Securities Agent State Law Examination
  2002-01-04