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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

DAGNY YOUNG

Advisor at SUNBELT SECURITIES

HOUSTON, TX | Celina, TX

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Search this name across graphsid dfx:ria:43d716fc-2656-34e4-8a80-d622e9007c65

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 15, 1999 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: SUNBELT SECURITIES
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: Jan 26, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 26, 1993
First registration: Jun 15, 1999
Dual registered: yes, broker-dealer
Other names: DAGNY ELIZABETH WRIGHT|DAGNY WRIGHT YOUNG
IAPD individual key: 2050615

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
SUNBELT SECURITIES	Bd affiliated wealth	Feb 18, 2016	n/a	yes	Celina, TX\|HOUSTON, TX\|HOUSTON, TX	Current employment
EDI INVESTMENT ADVISOR CORPORATION	n/a	Dec 10, 2013	Jan 4, 2016	no	IRVING, TX\|Stratford, CT	Previous registration
EDI INVESTMENT ADVISOR CORPORATION	n/a	Aug 26, 2013	Dec 31, 2013	no	IRVING, TX	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Apr 29, 2003	Jul 22, 2013	no	DALLAS, TX	Previous registration
WFG INVESTMENTS, INC.	n/a	Jun 15, 1999	Oct 16, 2007	no	DALLAS, TX\|DALLAS, TX	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
EDI INVESTMENT ADVISOR CORPORATION	SUNBELT SECURITIES	Jan 4, 2016	Feb 18, 2016	45	Firm change	Other
WFG ADVISORS, LP	EDI INVESTMENT ADVISOR CORPORATION	Jul 22, 2013	Aug 26, 2013	35	Firm change	Other
WFG INVESTMENTS, INC.	WFG ADVISORS, LP	Oct 16, 2007	Apr 29, 2003	-1,631	Firm change after gap	Other

Relationships

Registered with (4)

→ SUNBELT SECURITIESRegistered adviserregistration: current employment
Feb 18, 2016 to presentfactForm ADV
→ EDI INVESTMENT ADVISOR CORPORATIONRegistered adviserregistration: previous registration
Dec 10, 2013 to Jan 4, 2016factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Apr 29, 2003 to Jul 22, 2013factForm ADV
→ WFG INVESTMENTS, INC.Registered adviserregistration: previous registration
Jun 15, 1999 to Oct 16, 2007factForm ADV

Dated events

No dated event names this entity yet.