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540 E. Abriendo Avenue Suite B, Pueblo, CO 81004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2014-04-01 |
Branch Locations
6041 S. Syracuse Way #250, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey R. Young | Greenwood Village | CO | 11/2004 | Present |
| Centaurus Financial, Inc. | Orange | CA | 04/2008 | Present |
JEFFREY R. YOUNG & ASSOCIATES, INC., ATTORNEY, PRESIDENT/OWNER, SINCE 11/11/2004, CURRENTLY AT 6041 S. SYRACUSE WAY, #250, GREENWOOD VILLAGE, CO 80111, MEET WITH CLIENTS AND GATHER DETAILED ESTATE AND ASSET INFORMATION, DETERMINE ESTATE PLANNING OBJECTIVES AND DISCUSS ESTATE PLAN BASICS AND STRATEGIES, DRAFT LEGAL DOCUMENTS SUCH AS TRUSTS, WILLS, POWERS OF ATTORNEY, LIVING WILLS, DEEDS, BUSINESS ENTITY DOCUMENTS, ETC., E-MAILS ARE SENT FROM TIME TO TIME, UPDATING CLIENTS ON CHANGES IN THE LAW OR OTHER MATTERS DEEMED IMPORTANT, DEVOTED TIME IS 40 HRS A MONTH, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2006-04-06 |
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