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Advisor at MILLENNIAL ADVISERS, LLC.
NEW YORK, NY | Warren, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MILLENNIAL ADVISERS, LLC. | Mixed wealth | Aug 7, 2020 | n/a | yes | Warren, PA|NEW YORK, NY | Current employment |
| MILLENNIAL ADVISERS, LLC. | Mixed wealth | Aug 29, 2018 | Dec 31, 2019 | no | NEW YORK, NY | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Aug 10, 2017 | Jul 24, 2018 | no | WARREN, PA|Birmingham, AL|WARREN, PA | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Sep 30, 2016 | Aug 18, 2017 | no | OLEAN, NY|WARREN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP ADVISORS | MILLENNIAL ADVISERS, LLC. | Jul 24, 2018 | Aug 29, 2018 | 36 | Firm change | Ibd to RIA |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | CONCOURSE FINANCIAL GROUP ADVISORS | Aug 18, 2017 | Aug 10, 2017 | -8 | Firm change | Other |