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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

MICHAEL JASON YOUNG

Advisor at LPL FINANCIAL LLC

ST. JOHNS, FL | ST AUGUSTINE, FL | FLEMING ISLAND, FL | ORANGE PARK, FL | JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:029d7ce1-0aa3-c83a-0fa1-83b21725d6bb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 21, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 18, 2012
First registration: May 21, 2012
Dual registered: yes, broker-dealer
Other names: Michael young|MICHAEL JASON YOUNG
IAPD individual key: 6031796

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	May 16, 2025	n/a	yes	JACKSONVILLE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL\|ST. JOHNS, FL\|JACKSONVILLE, FL\|ST AUGUSTINE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL\|ORANGE PARK, FL\|FLEMING ISLAND, FL	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Feb 2, 2017	May 15, 2025	no	SAN DIEGO, CA\|JACKSONVILLE, FL\|Jacksonville, FL\|Fleming Island, FL\|JACKSONVILLE, FL\|SAN DIEGO, CA\|JACKSONVILLE, FL\|Jacksonville, FL\|ORANGE PARK, FL\|St. Johns, FL\|St Augustine, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 17, 2016	Feb 13, 2017	no	JACKSONVILLE, FL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Aug 6, 2015	Nov 19, 2015	no	JACKSONVILLE, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 21, 2012	Feb 26, 2015	no	JACKSONVILLE, FL\|NEW YORK, NY\|JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	May 15, 2025	May 16, 2025	1	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	CUSO FINANCIAL SERVICES, L.P.	Feb 13, 2017	Feb 2, 2017	-11	Firm change	Other
OSAIC FA, INC.	STRATEGIC ADVISERS LLC	Nov 19, 2015	Feb 17, 2016	90	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	OSAIC FA, INC.	Feb 26, 2015	Aug 6, 2015	161	Firm change	Other

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 16, 2025 to presentfactForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Feb 2, 2017 to May 15, 2025factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 17, 2016 to Feb 13, 2017factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Aug 6, 2015 to Nov 19, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 21, 2012 to Feb 26, 2015factForm ADV

Dated events

No dated event names this entity yet.