Kelli Anne Young

Current Employers

Employment History

• 09/2016 → 04/2020
  Miller Advisors, Inc.
  Kirkland, WA
• 04/2020 → Present
  Golden State Equity Partners D/B/A Longevity Wealth
  Norht Bend, WA

Previous Registrations

• 2020-04-20 → 2022-09-20
  Golden State Equity Advisors, Llc
  South Coast Metro, CA
  North Bend, WA
• 2016-09-02 → 2020-04-20
  Miller Advisors, Inc.
  Kirkland, WA
• 2013-08-13 → 2016-09-06
  Raymond James Financial Services Advisors, Inc
  Bellevue, WA
• 2009-08-07 → 2013-08-16
  Msi Financial Services, Inc.
  North Bend, WA
  Bellevue, WA
  Bellevue, WA

Other Businesses

1. Longevity Wealth, LLC dba Golden State Equity Partners, LLC. Investment related, at registered address, dba for advisory business, Wealth Manager, 07/2022, 160 hours/month all during trading, Financial Advisor 2. Longevity Wealth LLC, Investment related, at registered address, Licensed Insurance agent, 07/2009, 3 hours/month, none during trading hours, licensed insurance agent. 3. Longevity Navigator, LLC. Investment related, at registered address, Owner, 10/2022, 5 hours/month, none during trading hours, owner of a start up company working to provide Long Term Planning Solutions in development, 3. Rental Property Owner, non investment related, at registered address, co-owner of rental property with spouse, 4/2020, 5 hours per month, none during trading hours, co-owner of short term rental property as well as commercial property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-19
• S63 Uniform Securities Agent State Law Examination
  2005-02-24

Designations

Other Names

• Kelli Anne Shook
• Kelli Young