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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Supreme Pizza | Sacramento | CA | 01/2015 | 05/2019 |
| Wellspring Financial Partners | Tucson | AZ | 05/2019 | 10/2024 |
| Independence Financial Planning Llc | Tucson | AZ | 10/2024 | 12/2025 |
| Cornerstone Planning Group, Inc. | Fairfield | NJ | 07/2025 | 10/2025 |
| Fiduciary Financial Advisors | Grand Rapids | MI | 10/2025 | Present |
Elias Young contracts with Foundation Financial Planning ("FFP"), which provides contract work through Commonwealth. Located at 7000 Cresheim Road, Philadelphia, Pennsylvania 19119, to provide back office support surrounding the financial planning process. Mr. Young started this position October 30, 2024 and it is not investment related. He devotes approximately 80 hours per month (20 hours per week), 40 hours per month during security trading hours, 40 hours per month outside of security trading hours. Uber Driver. Non-Investment Related. Food Delivery Service. Delivery Driver. Start Date 10/2025. 0 hours a month during trading hours. 20 hours a month during non security trading hours. Door Dash/Uber Eats/Grub Hub delivery work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-23 |
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