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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-24 |
Branch Locations
3955 Faber Place Drive Suite 102, N Charleston, SC 29405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collins And Associates | Charleston | SC | 05/1985 | Present |
| Lincoln Financial Securities, Inc | Daniel Island | SC | 07/2008 | 01/2022 |
| Lincoln Financial Securities | N Charleston | SC | 01/2022 | 01/2025 |
| Osaic Wealth, Inc. | N Charleston | SC | 01/2025 | Present |
1) DANNY K. YOUNG 3955 FABER PLACE DRIVE, SUITE 102 N CHARLESTON, SC 29405 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE START DATE: 1/1/90 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 30 2) ALPHA OMEGA WEALTH PARTNERS, LLC 3955 FABER PLACE DRIVE, SUITE 102 N. CHARLESTON, SC 29405 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/MANAGER DUTIES: SALE OF HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, PREMIUM FINANCING, AND TRADITIONAL LIFE INSURANCE START DATE: 4/1/2022 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 3) ALPHA OMEGA WEALTH PARTNERSERS POSITION: Manager NATURE: To provide a marketing name and website to promote our products and services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 04/01/2022 ADDRESS: 3955 Faber Place Drive, SUITE 102, N. Charleston SC 29405, United States DESCRIPTION: Promote firm as one the Managing Partners. 4) DANNY K YOUNG, SOLE PROPRIETOR POSITION: Sole Proprietor NATURE: Provide cash settlement offers to clients generally at a premium to their cash value in exchange for thier life insurance contracts. These are done working with a Life Settlement Company that provides competitive bids. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2003 ADDRESS: 3955 Faber Place Drive, SUITE 102, N. Charleston SC 29405, United States DESCRIPTION: Provide quotes to those clients who have determined there no longer a need/ or the ability to pay for their current life insurance policy. 5) DANNY K YOUNG, SOLE PROPRIETOR POSITION: Sole Proprietor NATURE: Sales of fixed life insurance products. Also to include indexed life and annuity products that are approved by the Broker Dealer. In addition, provide fixed life settlement offers. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1990 ADDRESS: 3955 Faber Place Drive, Suite 102, N. Charleston SC 29405, United States DESCRIPTION: Provide those products outlined above to meet client needs and objectives.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-09 |
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