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RIA / WealthAdvisor26 years in industry

Joseph P Young

Advisor at 34 FINANCIAL, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:5eb0e296-f23a-a2bd-bd56-765e9d9f36a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 11, 2002 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: 34 FINANCIAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 7, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 7, 1999
First registration: Sep 11, 2002
Dual registered: no
Other names: JODY YOUNG|JOSEPH PAUL YOUNG
IAPD individual key: 4068656

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
34 FINANCIAL, LLC	Independent wealth	Jan 18, 2024	n/a	yes	ATLANTA, GA	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jul 6, 2022	Apr 28, 2023	no	Atlanta, GA\|DENVER, CO\|Atlanta, GA	Previous registration
ACG WEALTH INC.	Former SEC adviser	Jul 7, 2009	Dec 16, 2022	no	ATLANTA, GA	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	May 22, 2009	Aug 4, 2009	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 19, 2004	May 27, 2009	no	ATLANTA, GA\|GASTONIA, NC\|GASTONIA, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 11, 2002	Oct 27, 2004	no	ATLANTA, GA	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
MERCER GLOBAL ADVISORS INC.	34 FINANCIAL, LLC	Apr 28, 2023	Jan 18, 2024	265	Firm change	RIA to RIA
ACG WEALTH INC.	MERCER GLOBAL ADVISORS INC.	Dec 16, 2022	Jul 6, 2022	-163	Firm change after gap	RIA to RIA
TRIAD ADVISORS, LLC	ACG WEALTH INC.	Aug 4, 2009	Jul 7, 2009	-28	Firm change	Other
LPL FINANCIAL LLC	TRIAD ADVISORS, LLC	May 27, 2009	May 22, 2009	-5	Firm change	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Oct 27, 2004	Oct 19, 2004	-8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147363:329383:GA:2023-04-28	Apr 28, 2023	Jan 18, 2024	ATLANTA, GA	Firm change
150419:147363:GA:2022-12-16	Dec 16, 2022	Jul 6, 2022	ATLANTA, GA	Firm change after gap

Relationships

Registered with (6)

→ 34 FINANCIAL, LLCRegistered adviserregistration: current employment
Jan 18, 2024 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jul 6, 2022 to Apr 28, 2023factForm ADV
→ ACG WEALTH INC.Registered adviserregistration: previous registration
Jul 7, 2009 to Dec 16, 2022factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
May 22, 2009 to Aug 4, 2009factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 19, 2004 to May 27, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 11, 2002 to Oct 27, 2004factForm ADV

Dated events

Occurred
Apr 28, 2023
Advisor changed firm
Joseph P Young left Mercer Global Advisors Inc. for 34 Financial, Llc (registered 2024-01-18)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Joseph P Young left Acg Wealth Inc. for Mercer Global Advisors Inc. (registered 2022-07-06)
Form ADVobserved 6 days ago