DY
David W. Young
SUMMIT FAMILY OFFICE SERVICES
Bellevue, WA
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CRD#: 2960150
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Professional summary
David Wayne Young is a registered financial advisor currently at SUMMIT FAMILY OFFICE SERVICES, LLC located in Bellevue, Washington.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
David Wayne Young has the following outside business activities: ?Managing Director of Summit Private Consulting Group, LLC (SPCG), a non-investment related business assisting private and public companies that are seeking to accelerate adoption and monetize their products and technologies through acquisitions, licensing, and strategic partnerships. David began working with SPCG in 2009 and currently spends less than 5 hours per month usually not during securities trading hours. As Managing Director, David is responsible for operating the LLC and consulting with clients. SPCG is located at 147 154th PL NE, Bellevue, WA 98007. ?Owns a minority interest in Royal Cause, a Washington State Special Purpose corporation that created technology to connect business and consumers with the causes they support. David invested in Royal Cause in 2016 and currently spends 10 hours per year on Royal Cause business. As a passive investor, David's role is advising the company on technical and strategic direction. Royal Cause is located at 1205 215th PL SW, Lynwood, WA 98036. ?Managing Director of Newport Soccer Camps, LLC (NSC) which empowers high school aged leaders to operate youth soccer camps in Washington. David began working with NSC in 2018 and currently spends less than 5 hours per year none of which is during securities trading hours. As Managing Director of NSC, David is the signatory on bank accounts and other legal documents that protect the camp from liabilities, provide scholarships for campers, and equipment to anyone in need. NSC is located at 147 154th PL NE, Bellevue, WA 98007. ?Member of Fast Channel Media, LLC (FCM) which provides technology to content creators and media companies. David began working with FCM in 2021 and currently spends 3-5 hours per week some of which is during securities trading hours. As a member of FCM, David is primarily responsible for negotiating content and technology licenses. FCM is located at 4125 Lawless St, Austin, TX 78723. ?Owns a minority equity interest in SWAG'R Inc, a consumer driven mobile content delivery platform that connects brands with target audiences. David invested in SWAG'R in 2014 and currently spends less than 10 hours per year on company-related business sometimes during securities trading hours. As a passive investor David is primarily in an advisory position providing introductions and strategic advice as needed. SWAG'R is located at 1025 Northwest Couch Street, #716, Portland, OR 97209. ?CEO of Deskless Workers, Inc (DW) which develops mobile applications and technology for businesses and government. David began working with DW in 2015 and currently spends 40 hours per week of his time sometimes during securities trading hours. David owns an equity interest and earns income from his work with DW. As CEO of DW, David is responsible for setting strategic direction and overseeing all areas of the business. DW is located at 147 154th PL NE, Bellevue, WA 98007. ?Managing Member of Leaf Angel, LLC which invests in agricultural products and technologies. David spends less than 2 hours per month of his time with Leaf Angel, none of which is during securities trading hours. David started Leaf Angel in 2014 and owns 100% of the membership units. As Managing Member, David is responsible for setting investment criteria and reporting on investment results for the LLC. Leaf Angel is located at 147 154th PL NE, Bellevue, WA 98007. ?Managing Member of Kirkland Capital, LLC which invests in private businesses and technologies from time-to-time. David spends less than 2 hours per month of his time with Kirkland Capital, none of which is during securities trading hours. David started Kirkland in 2010 and currently owns 100% of the membership units. As Managing Member, David is responsible for setting investment criteria and reporting on investment results for the LLC. Kirkland Capital is located at 147 154th PL NE, Bellevue, WA 98007.
CRS (Client Relationship Summary) - RIA
Click below to view David Wayne Young's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 13, 2014 - Present
SUMMIT FAMILY OFFICE SERVICES, LLC
RIA
CRD#: 171313
Bellevue, WA
Past
April 15, 2011 - January 16, 2014
CONOVER CAPITAL MANAGEMENT
RIA
CRD#: 118393
BELLEVUE, WA
Past
April 11, 2011 - January 16, 2014
CONOVER SECURITIES CORPORATION
BD
CRD#: 17129
BELLEVUE, WA
Past
May 13, 2009 - June 1, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
LYNNWOOD, WA
Past
May 13, 2009 - June 1, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
LYNNWOOD, WA
Past
July 23, 2007 - May 13, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BELLEVUE, WA
Past
July 19, 2007 - May 13, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BELLEVUE, WA
Past
May 17, 1999 - May 31, 2000
PRIVATE CONSULTING GROUP, INC.
BD
CRD#: 45053
PORTLAND, OR
Past
November 14, 1997 - May 3, 1999
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(10/13/2014)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SF
SUMMIT FAMILY OFFICE SERVICES, LLC
SUMMIT FAMILY OFFICE SERVICES | YOUNG, DAVID | SUMMIT FAMILY OFFICES | SUMMIT FAMILY OFFICE SERVICES, LLC
CRD#: 171313 / SEC#:
Washington
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Contact information
Main Address
Bellevue, WA
Mailing Address
Phone number
(425) 922-8692
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 6,100,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
