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DY

David A. Young

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CRD#: 474845
DY

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Albert Young was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1974. David had worked at 7 firms and has passed the Series 63, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 19, 1995 - January 3, 2017

CARDINAL INVESTMENTS, INC.

BD
CRD#: 36838
COLUMBIA, IL
Past

January 26, 1995 - March 31, 1995

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

January 9, 1991 - July 24, 1993

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

December 17, 1987 - November 7, 1989

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS
Past

May 21, 1985 - December 15, 1987

SBL PLANNING, INC.

BD
CRD#: 4315
Past

August 19, 1976 - December 31, 1988

GROWTH SECURITIES, LTD.

BD
CRD#: 2086
Past

October 1, 1974 - April 4, 1976

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/16/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/18/1974
Registered Representative Examination

Current Firm


CI
CARDINAL INVESTMENTS, INC.
CARDINAL INVESTMENTS, INC.

CRD#: 36838 / SEC#: , 8-47493

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
3512 Sweet Briar Lane, Columbia, IL 62236
Mailing Address
3512 Sweet Briar Lane, Columbia, IL 62236
Phone number
(618) 277-1005
Established
Illinois since 05/13/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HEET, BARBARA JEANDIRECTOR2515094
HEET, GREGORY JOHNDIRECTOR2515092
HEET, JEFFREY JOSEPHPRESIDENT / CHIEF COMPLIANCE OFFICER1192160
HEET, MARY ANNCORP SECRETARY2515095

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CARDINAL INVESTMENTS, INC.

CRD#: 36838

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