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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Dallas | TX | 04/2005 | 09/2018 |
| Summit X, Llc Dba Young Wealth Management Group, Inc. | Dallas | TX | 09/2018 | 07/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2018 | 07/2025 |
| Arax Advisory Partners, Llc | Denver | CO | 08/2025 | Present |
1.Young Wealth Management Group, Inc. Non-Investment Related. 1632 Rio Vista Dr, Dallas TX, 75208. DBA for tax purposes only, President. Start 3/2006. 0hrs/mo. Bookkeeping duties. 2.LINDA YOUNG DBA LUX STUDIO - SELL ANTIQUES, COLLECTABLES, ETC., VIA EBAY. Non-Investment related. 1632 Rio Vista Dr, Dallas TX, 75208. Sales, owner. Start 4/2005. 1hr/mo 0 during trading hours. Listing and shipping items sold on ebay. 3. Airbnb Rental - Non investment related. 1632 Rio Vista Dr, Dallas TX, 75208. Rental of room in home via Airbnb, Owner. Start 9/2017. 3hrs/mo, 0hrs during trading hours. Keep room clean & presentable for renters. 4. Methodist Dallas Medical Center Advisory Board-Not investment related-1441 N. Beckley Ave, Dallas, TX 75203-Dallas Methodist Health Systems-Advisory Board Member-9/1/2019-2 hrs/mth-0 during trading hrs-Addressing how Methodist Hospital can better serve and address the needs of the surrounding community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-27 |
| S66 | Uniform Combined State Law Examination | 1999-04-27 |
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