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RIA / WealthAdvisor26 years in industry

DANA WALLACE GOWER

Advisor at MILLENNIUM PLANNING GROUP, LLC

Cary, NC | PITTSBORO, NC

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Search this name across graphsid dfx:ria:6a854c5a-eb72-526e-1b69-1d6e5e4ef338

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 to Sep 15, 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: MILLENNIUM PLANNING GROUP, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 30, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Dec 30, 1999
First registration: Dec 31, 2001
Dual registered: no
Other names: DANA W GOWER
IAPD individual key: 3270042

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
MILLENNIUM PLANNING GROUP, LLC	State registered	Apr 11, 2023	n/a	yes	Cary, NC\|PITTSBORO, NC	Current employment
CHARIOT ADVISORS	Former SEC adviser	May 18, 2010	Jun 15, 2020	no	CARY, NC	Previous registration
NATIONWIDE SECURITIES, LLC	No RAUM reported	Feb 9, 2009	Jun 2, 2009	no	RALEIGH, NC\|RALEIGH, NC\|APEX, NC	Previous registration
OSAIC FA, INC.	Former SEC adviser	Sep 10, 2004	Apr 11, 2007	no	MORRISVILLE, NC\|MORRISVILLE, NC\|RALEIGH, NC	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Dec 31, 2001	Sep 2, 2004	no	RALEIGH, NC	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
CHARIOT ADVISORS	MILLENNIUM PLANNING GROUP, LLC	Jun 15, 2020	Apr 11, 2023	1,030	Firm change after gap	RIA to state RIA
NATIONWIDE SECURITIES, LLC	CHARIOT ADVISORS	Jun 2, 2009	May 18, 2010	350	Firm change	Other
OSAIC FA, INC.	NATIONWIDE SECURITIES, LLC	Apr 11, 2007	Feb 9, 2009	670	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	OSAIC FA, INC.	Sep 2, 2004	Sep 10, 2004	8	Firm change	Other

Relationships

Registered with (5)

→ MILLENNIUM PLANNING GROUP, LLCRegistered adviserregistration: current employment
Apr 11, 2023 to presentfactForm ADV
→ CHARIOT ADVISORSRegistered adviserregistration: previous registration
May 18, 2010 to Jun 15, 2020factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserregistration: previous registration
Feb 9, 2009 to Jun 2, 2009factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Sep 10, 2004 to Apr 11, 2007factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 31, 2001 to Sep 2, 2004factForm ADV

Dated events

No dated event names this entity yet.