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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
Branch Locations
15 Halton Green Way, Greenville, SC 29607 • United States
1860 Sw Fountain Blvd. #100, Port St. Lucie, FL 34986 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpr Investments Inc. | Rochester | MI | 07/2018 | 08/2024 |
| Combined Insurance | Port Saint Lucie | FL | 02/2018 | 12/2018 |
| Independent Insurance Agent | Port Saint Lucie | FL | 01/2017 | Present |
| Jason Young Charter Fishing Captain | Port Saint Lucie | FL | 01/2013 | 10/2022 |
| Jason Young, Sole Prorietor | Jacksonville | FL | 01/2024 | Present |
| Disciplince Wealth Solutions, Inc. | Greenville | SC | 08/2024 | Present |
1) INDEPENDENT INSURANCE AGENT; INSURANCE SALES AND SERVICES; START 01/2017; INVESTMENT RELATED; PORT SAINT LUCIE, FL; APPROXIMATELY 10 HOURS PER MONTH SPENT IN THIS PRACTICE. 2) JASON YOUNG, SOLE PROPRIETOR; JACKSONVILLE, FL; INVESTMENT RELATED; REAL ESTATE SALES ASSOCIATE; STARTED 01/2024; APPROXIMATELY 1 HOUR PER MONTH. THIS IS NOT A CONFLICT AS NO CLIENTS OF THE RIA FIRM WILL BE SOLICITED FOR THIS SERVICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-27 |
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