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Robert Edward Young

Osaic Wealth, Inc.

Florence, AL

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-01-19
  • AL RA
    APPROVED
    Since 2024-01-19

Branch Locations

2464 Mall Road, Florence, AL 35630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Florence AL 10/2012 10/2017
Woodbury Financial Services Inc Florence AL 10/2017 01/2024
Osaic Wealth, Inc. Florence AL 01/2024 Present
  • 10/2012 → 10/2017
    National Planning Corporation
    Florence, AL
  • 10/2017 → 01/2024
    Woodbury Financial Services Inc
    Florence, AL
  • 01/2024 → Present
    Florence, AL
Previous Registrations
  • 2017-10-25 → 2024-01-19
    Woodbury Financial Services, Inc.
    Florence, AL
    College Grove, TN
    Florence, AL
  • 2012-10-18 → 2017-10-27
    National Planning Corporation
    El Segundo, CA
    Florence, AL
  • 2007-02-15 → 2012-10-19
    Woodbury Financial Services, Inc.
    Florence, AL
    Canton, GA
    Florence, AL
  • 1998-07-17 → 2007-02-21
    Florence, AL
Other Businesses

1. EXECUTIVE INVESTMENTS LLC POSITION: Owner NATURE: It is our DBA for the securities business that is now through Woodbury Financial Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/1998 ADDRESS: 2464 Mall Road, Florence AL 35630, United States DESCRIPTION: Broker/financial advisor 2. EXECUTIVE MARKETING LLC POSITION: owner NATURE: It is used only to own the building we are located in. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 2464 Mall Road, Florence AL 35630, United States DESCRIPTION: No duties

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-07-05
  • S63 Uniform Securities Agent State Law Examination
    1991-07-05
Other Names
  • Eddie Young

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