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Current Employers
Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-04
IL RA APPROVED 2020-06-17
  • TX RA
    APPROVED
    Since 2021-01-04
  • IL RA
    APPROVED
    Since 2020-06-17

Branch Locations

200 West 22Nd Street, Suite 226, Lombard, IL 60148 • United States

Frisco, TX • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vimlan Tax Services Llc Lombard IL 09/2004 Present
H.D. Vest Investment Services Schaumburg IL 12/2011 06/2020
Hd Vest Advisory Services Schaumburg IL 07/2013 06/2020
Hd Vest Insurance Agency Inc Irving TX 12/2014 06/2020
Hd Vest Insurance Agency Inc Irving TX 03/2014 06/2020
Vanderbilt Securities, Llc Frisco TX 06/2020 Present
Vanderbilt Advisory Services Frisco TX 06/2020 Present
  • 09/2004 → Present
    Vimlan Tax Services Llc
    Lombard, IL
  • 12/2011 → 06/2020
    H.D. Vest Investment Services
    Schaumburg, IL
  • 07/2013 → 06/2020
    Hd Vest Advisory Services
    Schaumburg, IL
  • 12/2014 → 06/2020
    Hd Vest Insurance Agency Inc
    Irving, TX
  • 03/2014 → 06/2020
    Hd Vest Insurance Agency Inc
    Irving, TX
  • 06/2020 → Present
    Vanderbilt Securities, Llc
    Frisco, TX
  • 06/2020 → Present
    Frisco, TX
Previous Registrations
  • 2013-07-25 → 2020-06-15
    Avantax Advisory Services
    Schaumburg, IL
Other Businesses

1) Sentigent Financial Solutions, LLC~'NIR'~ 14111 King Street Suite 410, Office Q, Frisco, TX 75036 - Other -Owner/Sole Proprietor ~5/1/2013 ~ -100hrs - Operational and/or Marketing Name for Financial Services and Real Estate activity, and Insurance Agent. time spent during trading hours is 50% 2) Vimlan Tax Services, LLC DBA DBA Sentigent Advisory Services - Start date: 07/19/2004. Address: 24W500 Maple Ave Suite 208 Naperville, IL 60540 as well as 14111 King Street Suite 410, Office Q, Frisco, TX 75036. Title: Partner. Duties: Review tax returns, file tax returns, manage/supervise employees. Make key management and operational decisions of the CPA firm. time spent during regular business hours is 20%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-24
S63 Uniform Securities Agent State Law Examination 2001-03-17
  • S66 Uniform Combined State Law Examination
    2013-06-24
  • S63 Uniform Securities Agent State Law Examination
    2001-03-17
Other Names
  • Milan K Madhani

View on SEC IAPD

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