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120 Mosaic Blvd. Suite 200-7, Pittsboro, NC 27312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-11 |
Branch Locations
120 Mosaic Blvd. Suite 200-7, Pittsboro, NC 27312 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-10 |
| S66 | Uniform Combined State Law Examination | 1999-12-30 |
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