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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

John Weaver Young

Advisor at CARDINAL WEALTH PARTNERS, LLC

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:0fc9db29-8e4c-763a-dc4d-c78fa085e364

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Dec 31, 2001 to Sep 14, 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: CARDINAL WEALTH PARTNERS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 16, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 16, 1998
First registration: Dec 31, 2001
Dual registered: yes, broker-dealer
Other names: JOHN WEAVER YOUNG|JOHN YOUNG
IAPD individual key: 3014423

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
CARDINAL WEALTH PARTNERS, LLC	State registered	Aug 3, 2023	n/a	yes	CHAPEL HILL, NC	Current employment
RED OAK CAPITAL MANAGEMENT, INC.	Former SEC adviser	Nov 1, 2019	Aug 1, 2023	no	OAK BROOK, IL\|Chapel Hill, NC	Previous registration
HAYDEN ROYAL	Former SEC adviser	Apr 30, 2015	Nov 1, 2019	no	CHAPEL HILL, NC\|CHARLOTTE, NC	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jan 23, 2012	Apr 30, 2015	no	Chapel Hill, NC	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Aug 31, 2010	Jan 27, 2012	no	SAN DIEGO, CA\|SAN DIEGO, CA\|CARY, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 14, 2010	no	DURHAM, NC\|RALEIGH, NC	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	DURHAM, NC\|RALEIGH, NC	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 1, 2003	Apr 2, 2007	no	DURHAM, NC\|DURHAM, NC\|RALEIGH, NC	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Dec 31, 2001	Oct 6, 2003	no	RALEIGH, NC	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
RED OAK CAPITAL MANAGEMENT, INC.	CARDINAL WEALTH PARTNERS, LLC	Aug 1, 2023	Aug 3, 2023	2	Firm change	RIA to state RIA
HAYDEN ROYAL	RED OAK CAPITAL MANAGEMENT, INC.	Nov 1, 2019	Nov 1, 2019	0	Firm change	RIA to RIA
RAYMOND JAMES & ASSOCIATES, INC.	HAYDEN ROYAL	Apr 30, 2015	Apr 30, 2015	0	Firm change	Other
FIRST ALLIED SECURITIES, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Jan 27, 2012	Jan 23, 2012	-4	Firm change	Other
MORGAN STANLEY	FIRST ALLIED SECURITIES, INC.	Sep 14, 2010	Aug 31, 2010	-14	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
LEGG MASON WOOD WALKER, INCORPORATED	MORGAN STANLEY DW INC.	Oct 6, 2003	Oct 1, 2003	-5	Firm change	Other

Relationships

Registered with (9)

→ CARDINAL WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Aug 3, 2023 to presentfactForm ADV
→ RED OAK CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 1, 2019 to Aug 1, 2023factForm ADV
→ HAYDEN ROYALRegistered adviserregistration: previous registration
Apr 30, 2015 to Nov 1, 2019factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 23, 2012 to Apr 30, 2015factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Aug 31, 2010 to Jan 27, 2012factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Sep 14, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 1, 2003 to Apr 2, 2007factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Dec 31, 2001 to Oct 6, 2003factForm ADV

Dated events

Occurred
Aug 1, 2023
Advisor changed firm
John Weaver Young left Red Oak Capital Management, Inc. for Cardinal Wealth Partners, Llc (registered 2023-08-03)
Form ADVobserved 4 days ago