DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian Youngs

LPL Financial LLCBD affiliatedOakland, Fldual registrantIAPD 7817388

Feed of 09/14/2026

At current firm

1 y

since Aug 12, 2025

In the industry

10 y

since Feb 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Aug 12, 2025 · Oakland, Fl
The Life Wealth Group independent RIA
Nov 20, 2024 to Aug 8, 2025 · Winter Garden, Fl
Ae Wealth Management, LLC BD affiliated
May 30, 2024 to May 1, 2025 · Winter Garden, Fl
Edward Jones national BD
Jan 10, 2024 to May 1, 2024 · Winter Garden, Fl

Moves

a registration end followed by a registration begin elsewhere

The Life Wealth Group to LPL Financial LLC
left Aug 8, 2025, registered Aug 12, 2025 (4 days) · RIA to affiliated broker-dealer or bank
Ae Wealth Management, LLC to The Life Wealth Group
left May 1, 2025, registered Nov 20, 2024 (-162 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Edward Jones to Ae Wealth Management, LLC
left May 1, 2024, registered May 30, 2024 (29 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Brian Youngs left The Life Wealth Group for Lpl Financial Llc (registered 2025-08-12)
Aug 8, 2025 · Advisor changed firm · fact
Brian Youngs left Ae Wealth Management, Llc for The Life Wealth Group (registered 2024-11-20)
May 1, 2025 · Advisor changed firm · fact
Brian Youngs left Edward Jones for Ae Wealth Management, Llc (registered 2024-05-30)
May 1, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address