Robbi Jill Young

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1997 → 03/2017
  Summit Financial Group, Inc.
  Tulsa, OK
• 09/2013 → Present
  Cetera Wealth Services, Llc
  Oklahoma City, OK
• 04/2008 → Present
  Summit Financial Group, Inc
  Tulsa, OK
• 05/2021 → 07/2022
  Edison Health Solutions Llc
  Tulsa, OK
• 08/2022 → Present
  Rjy Construction, Llc
  Tulsa, OK
• 05/2023 → Present
  Classic World Records Llc
  Dallas, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-02-07 → 2013-09-03
  Walnut Street Securities, Inc.
  Oklahoma City, OK
  Covington, LA

Other Businesses

1) OTHER BUSINESS:FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED:YES, ADDRESS:SAME AS REGISTERED LOCATION, NATURE OF BUSINESS:FIXED INSURANCE, START DATE:05/1996, HOURS PER WEEK:30, HOURS DURING TRADING HOURS:VARIES, POSITION/TITLE/RELATIONSHIP:INSURANCE AGENT, DESCRIPTION OF DUTIES:SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2) OTHER BUSINESS:SUMMIT FIRST INSURANCE LLC, INVESTMENT RELATED:NO, ADDRESS:5420 LBJ FREEWAY ,STE 725, DALLAS, TX, 75240, NATURE OF BUSINESS:INSURANCE, START DATE:01/2013, HOURS PER WEEK:1, HOURS DURING TRADING HOURS:VARIES, DESCRIPTION OF DUTIES:PROPERTY AND CASUALTY SALES; 3) OTHER BUSINESS:SUMMIT, INVESTMENT RELATED: YES, ADDRESS: 5420 LBJ FWY, STE 725, DALLAS, TX 75240, NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2008, GENERAL COUNSEL, HOURS PER WEEK: 20, HOURS DURING TRADING HOURS: VARIES, DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 4) OTHER BUSINESS:SUMMIT FINANCIAL GROUP, INC. INVESTMENT RELATED:YES ADDRESS:SAME AS REGISTERED LOCATION NATURE OF BUSINESS:LEGAL ENTITY START DATE:4/2017 POSITION/TITLE/RELATIONSHIP: GENERAL COUNSEL HOURS PER WEEK:40 HOURS DURING TRADING HOURS:32.5 DESCRIPTION OF DUTIES:LEGAL ENTITY THAT PAYS SALARY'S FOR SUMMIT. 5)OTHER BUSINESS:DBA SUMMIT CONSOLIDATED GROUP, INC INVESTMENT RELATED:YES ADDRESS:SAME AS REGISTERED LOCATION NATRURE OF BUSINESS:HOLDING COMPANY STAT DATE:1989 GENERAL COUNSEL HOURS PER WEEK:N/A HOURS DURING TRADING HOURS:N/A DESCRIPTION OF DUTIES:LISTED ON SUMMIT WEBSITE; 6)NAME OF OTHER BUSINESS: RJY PROPERTIES, LLC; INVESTMENT RELATED: NO; ADDRESS: 249 E 34TH ST TULSA, OK 74105; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 4/2021; POSITION/TITLE/RELATIONSHIP: LANDLORD/OWNER; APX NUMBER OF HOURS PER WEEK:10; APX NUMBER OF HOURS DURING TRADING HOURS: 00; BRIEF DESCRIPTION OF DUTIES: BUY AND HOLD RENTAL PROPERTIESON LANDLORD TENANT BASIS; 7) NAME OF OTHER BUSINESS: RJY CONSTRUCTION, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSTRUCTION COMPANY; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: GENERAL CONTRACTOR - OWNER, MANAGE SUBS AND SUPERINTENDENT, BUILD 3 NEW HOMES PER YEAR; 8) NAME OF OTHER BUSINESS: CLASSIC WORLD RECORDS LLC; INVESTMENT RELATED: NO; ADDRESS: 14235 PROTON RD, DALLAS, TX 75244; NATURE OF BUSINESS: RECORD LABEL LLC; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: BUSINESS OPERATIONS AND ATTORNEY DUTIES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-23
• S63 Uniform Securities Agent State Law Examination
  1999-01-27