DFX Intelligence

Data Factory

RIA / WealthAdvisor21 years in industry

JEFFREY RICHARDS YOUNG

Advisor at MATHIES FINANCIAL PARTNERS

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e4b7aaf2-8016-7634-133f-7ecc4788c5fe

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

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 19, 2006 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: MATHIES FINANCIAL PARTNERS
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: Nov 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 6, 2006
First registration: Apr 19, 2006
Dual registered: no
Other names: JEFFREY RICHARDS YOUNG|JEFFREY RICHARDS YOUNG
IAPD individual key: 5084173

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
MATHIES FINANCIAL PARTNERS	Independent wealth	Apr 1, 2014	n/a	yes	GREENWOOD VILLAGE, CO	Current employment
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Apr 24, 2008	Apr 1, 2014	no	CENTENNIAL, CO\|HIGHLANDS RANCH, CO	Previous registration
BRECEK & YOUNG ADVISORS, INC.	Former SEC adviser	Jul 10, 2007	Apr 23, 2008	no	GREENWOOD VILLAGE, CO\|CINCINNATI, OH	Previous registration
LEGACY ADVISORY SERVICES, INC.	n/a	Apr 19, 2006	Jul 3, 2007	no	GREENWOOD VILLAGE, CO	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
CENTAURUS FINANCIAL, INC.	MATHIES FINANCIAL PARTNERS	Apr 1, 2014	Apr 1, 2014	0	Firm change	Other
BRECEK & YOUNG ADVISORS, INC.	CENTAURUS FINANCIAL, INC.	Apr 23, 2008	Apr 24, 2008	1	Firm change	Other
LEGACY ADVISORY SERVICES, INC.	BRECEK & YOUNG ADVISORS, INC.	Jul 3, 2007	Jul 10, 2007	7	Firm change	Other

Relationships

Registered with (4)

→ MATHIES FINANCIAL PARTNERSRegistered adviserregistration: current employment
Apr 1, 2014 to presentfactForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Apr 24, 2008 to Apr 1, 2014factForm ADV
→ BRECEK & YOUNG ADVISORS, INC.Registered adviserregistration: previous registration
Jul 10, 2007 to Apr 23, 2008factForm ADV
→ LEGACY ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Apr 19, 2006 to Jul 3, 2007factForm ADV

Dated events

No dated event names this entity yet.