Theresa A Young

Current Employers

Employment History

• 10/1988 → 05/2019
  Berberich Trahan & Co Pa
  Topeka, KS
• 11/2006 → 07/2024
  Royal Alliance Associates
  Topeka, KS
• 01/2004 → 06/2020
  Investment Advisors Asset Management Llc
  Topeka, KS
• 10/1998 → 05/2019
  Berberich Trahan &Amp; Co., P.A.
  Topeka, KS
• 07/2024 → Present
  Lpl Financial Llc
  Topeka, KS

Previous Registrations

• 2019-09-25 → 2024-07-05
  Osaic Wealth, Inc.
  Topeka, KS
  Scottsdale, AZ
• 2004-01-29 → 2020-06-30
  Investment Advisors Asset Management, Llc
  Topeka, KS
• 2003-07-15 → 2007-12-31
  Bts Asset Management, Inc.
  Topeka, KS

Other Businesses

1. 07/02/2024 - Rock Creek Equity Holdings LLC - Non-Inv Related - Topeka, KS - Business Entity For Tax/Investment Purposes Only - Started: 9/24/2020 - 0 Hr/Mo. 2. 07/02/2024 - Heartland Financial Services - Inv Related - At reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/6/2005 - 0 Hr/Mo. 3. 07/02/2024 - Mark Young CPA - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started: 1/1/1987 - 5 Hrs/Mo; 1 Hr During Trading. 4. 07/02/2024 - Rock Creek Series A - Inv Related - Topeka, KS - Real Estate Rental - Started: 9/24/2024 - 0 Hr/Mo. 5. 07/02/2024 - Jayhawk Associates LLC - Non-Inv Related - Topeka, KS - Business Entity For Tax/Investment Purposes Only - Started: 9/24/2024 - 0 Hr/Mo. 6. 07/02/2024 - Investment Advisors Financial Group (IAFG) - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 7. 07/02/2024 - Limestone Holdings, LLC - Real Estate Rental - Investment Related - Topeka, KS - Start Date 10/20/2020 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  1998-10-27

Designations

Other Names

• Terry Young
• Gress