Best Investors Account Sign in
Current Employers
Millennium Planning Group, Llc

120 Mosaic Blvd. Suite 200-7, Pittsboro, NC 27312 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-11
  • NC RA
    APPROVED
    Since 2023-04-11

Branch Locations

Cary, NC • United States

120 Mosaic Blvd. Suite 200-7, Pittsboro, NC 27312 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chariot Advisors/Olympia Advisors Cary NC 06/2009 06/2020
Chariot Hr Consultants, Llc Raleigh NC 05/2012 Present
Millennium Planning Group, Llc Cary NC 04/2023 Present
Self-Employed Cary NC 03/2013 Present
Self-Employed Cary NC 09/2021 Present
Self-Employment Cary NC 06/2020 09/2021
Self-Employed Cary NC 03/2013 06/2020
  • 06/2009 → 06/2020
    Chariot Advisors/Olympia Advisors
    Cary, NC
  • 05/2012 → Present
    Chariot Hr Consultants, Llc
    Raleigh, NC
  • 04/2023 → Present
    Cary, NC
  • 03/2013 → Present
    Self-Employed
    Cary, NC
  • 09/2021 → Present
    Self-Employed
    Cary, NC
  • 06/2020 → 09/2021
    Self-Employment
    Cary, NC
  • 03/2013 → 06/2020
    Self-Employed
    Cary, NC
Previous Registrations
  • 2010-05-18 → 2020-06-15
    Chariot Advisors
    Cary, NC
  • 2009-02-09 → 2009-06-02
    Raleigh, NC
    Raleigh, NC
    Apex, NC
  • 2004-09-10 → 2007-04-11
    Osaic Fa, Inc.
    Morrisville, NC
    Morrisville, NC
    Raleigh, NC
  • 2001-12-31 → 2004-09-02
    Raleigh, NC
Other Businesses

IN ADDITION TO HIS WORK AT MILLENNIUM PLANNING GROUP, DANA GOWER PROVIDES NON-INVESTMENT COUNSEL, ADVICE AND EDUCATION TO INDIVIDUALS, ASSOCIATIONS, AND CORPORATIONS. AS AN AUTHOR, THESE SERVICES INCLUDE CONSULTING, SPEAKING, AND EDUCATIONAL TRAININGS ON TALENT, CAREERS, ETHICS, DIGITAL ASSETS, AI, ETC. INCLUDING HIS PUBLISHED BOOKS CAREERING & BOOMERNOMICS. IN SO DOING, DANA TYPICALLY WORKS IN CONJUNCTION WITH "AFFILIATE PARTNERS". THESE ARRANGEMENTS BEGAN AT DIFFERENT TIMES AND TAKE APPROXIMATELY 50% OF HIS TIME, MUCH OF WHICH MAY BE DURING SECURITIES TRADING HOURS. THE REMAINING 50% OF HIS TIME WILL BE SPENT WITH MILLENIUM PLANNING GROUP. DANA GOWER IS A VICE PRESIDENT, EXECUTIVE RECRUITER AND CAREER ADVISOR FOR CAREERPRO INC., SINCE 2017: 3725 NATIONAL DRIVE, SUITE 212 RALEIGH, 27612. DANA GOWER IS A SPEAKER AND TRAINER WITH MARTIN BROSSMAN & ASSOCIATES SINCE 2021: 6200 COLDWATER RD. RALEIGH, NC 27616 DANA GOWER IS AN AUTHOR AND A PAID SPEAKER SINCE 2016. 205 ADAMS STREET CARY, NC 27513. DANA GOWER IS ALSO OWNER/PARTNER WITH PAUL DEAN FOR CAREERING BOOK SALES, SINCE 2016: 1004 HAUGHTON GREEN CT, APEX, NC 27502. MILLENNIUM INSURANCE, LLC; AGENT; INVESTMENT RELATED: YES; 1554 THE PARKS DR. PITTSBORO NC 27312 USA;MILLENNIUM INSURANCE, LLC SELLS AND SERVICES FIXED INSURANCE PRODUCTS.; DANA WILL BE IN CHARGE OF SERVICING EXISTING POLICIES AND WRITING FIXED INSURANCE POLICIES.; 2023-03-14; START DATE WITH BUSINESS: 2023-03-14;HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS:10;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 10;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 50%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-10
S66 Uniform Combined State Law Examination 1999-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-03-10
  • S66 Uniform Combined State Law Examination
    1999-12-30
Other Names
  • Dana W Gower

View on SEC IAPD

More in Cary, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor