Mark Timothy Youngs

Employer firm

Ethos Financial Group, LLC CRD 321748

$2.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2011 → 06/2024
  Realta Equities, Inc.
  Wilmington, DE
• 08/2011 → 06/2024
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 06/2024 → 07/2026
  J. Alden Associates, Inc.
  Wayne, PA
• 06/2024 → 07/2026
  Alden Investment Advisors Llc
  Wayne, PA
• 07/2026 → Present
  Ethos Financial Group
  King Of Prussia, PA

Previous Registrations

• 2024-06-24 → 2026-07-03
  Alden Investment Group
  Annapolis, MD
  Wayne, PA
• 2011-09-01 → 2024-06-24
  Realta Investment Advisors, Inc
  Wilmington, DE
  Annapolis, MD
• 2009-01-20 → 2011-08-11
  Rbc Capital Markets, Llc
  Annapolis, MD
  Hunt Valley, MD
• 1993-05-28 → 2009-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
  Annapolis, MD

Other Businesses

1. BOY SCOUT TROOP 1204; DAVIDSONVILLE, MD; NON-INVESTMENT RELATED; TREASURER; 2-3 HOURS PER WEEK NOT DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-05-07
• S63 Uniform Securities Agent State Law Examination
  1984-08-08