William Heartsill Young

Current Employers

Employment History

• 09/2015 → 09/2024
  Lincoln Financial Advisors
  San Antonio, TX
• 09/2024 → Present
  Lpl Financial Llc
  San Antonio, TX

Previous Registrations

• 2015-09-11 → 2024-09-09
  Osaic Fa, Inc.
  San Antonio, TX
• 2014-01-21 → 2015-09-11
  Cetera Investment Advisers Llc
  San Antonio, TX
• 2005-08-16 → 2014-01-21
  Cetera Investment Services Llc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2002-08-26 → 2006-12-31
  Security Service Cuso, L.L.C.
  San Antonio, TX

Other Businesses

1) 07/2024 - One Resource Group / Non-Variable Insurance / Inv. Related / San Antonio, TX / Start date 07/11/2024 - 6 Hrs per month - 5 % Time Spent 2) 07/2024 - Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 07/2024 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 4) 07/2024 - Young, Knight & Oberholtzer, LLC / Business Entity For Tax/Investment Purposes Only / No Inv. Related / San Antonio, TX / Start date 09/11/2015 - 160 Hrs per month -100% Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-18
• S63 Uniform Securities Agent State Law Examination
  1996-05-17

Other Names

• William Heartsill Young
• Bill Young