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Palm Desert, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-20 |
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wm D Young & Sons | Indio | CA | 01/2003 | Present |
| Waddell & Reed, Inc | Indian Wells | CA | 09/2014 | 12/2016 |
| Alpha Wealth Management, Llc | Hemet | CA | 11/2016 | 02/2025 |
| Gonda + Co. | La Quinta | CA | 05/2022 | 10/2024 |
| Weisberg Capital Management Llc | Palm Desert | CA | 11/2024 | Present |
| Financial Wellness For All | Indio | CA | 11/2020 | Present |
| Weisberg Capital Management Llc | Palm Desert | CA | 01/2025 | Present |
| Justin Young, Sole Proprietor | Palm Desert | CA | 12/2020 | Present |
Justin Young, Sole Proprietor; Palm Desert, CA; Investment Related; Fixed Insurance Sales; Insurance Agent; Started 12/2020; Approximately 4 hours per month spent. Financial Wellness for All; Indio, CA; Not Investment Related; Non-profit; CFP; Started 08/2020; Zero time spent per month. Wm D Young & Sons Inc.; Indio, CA; Not Investment Related; Agriculture; Operations Assistant; Started 01/2003; Approximately 4 hours spent per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-19 |
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