Michael Dean Milam

Current Employers

Employment History

• 07/2001 → Present
  Lpl Financial Llc
  Glendale, CA
• 06/1994 → Present
  Milam, Knecht & Co., Llp
  Glendale, CA
• 02/2019 → Present
  California Financial Partners
  Glendale, CA

Previous Registrations

• 2020-02-26 → 2023-09-22
  California Financial Partners
  Glendale, CA

Other Businesses

1. 3/9/2001 - MILAM AND KNECHT MANAGEMENT SERVICES, INC - Investment Related - Other-Consulting - Start Date: 03-09-2001 - 40 Hours Per Month/0 Hours During Securities Trading - Time Spent 100% - MARKETING CONSULTING MANAGEMENT. 2. 1/5/2005 - Parkside Verdugo Investment LLC - Investment Related - Real Estate Rental - SMALL OFFICE BUILDING: 25% OWNER. 3. 8/1/2018 - California Financial Partners, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2018 - 80 Hours Per Month/3 Hours During Securities Trading. 4. 02/14/2019 - MILAM AND KNECHT MANAGEMENT SERVICES, INC. - Not investment related - 535 N Brand Blvd, Suite 600, Glendale, CA 91203 - Business Entity For Tax/Investment Purposes Only - start date:03/26/1998 - 1 hr/mo - 0 hrs during trading - entity used for tax purposes. 5. 09/30/2019 - US Financial Partners, Inc. - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:10/04/2019 - 2 hrs/mo - 0 hrs during trading. 6. 2/7/2020 - 472 Alvey Investment, LLC - Not Investment Related - Location/Address: N/A - Business Entity For Tax/Investment Purposes Only - Started 06/04/2013 - 1 Hour Per Month/0 Hours During Securities Trading - PROPERTY HOLD INVESTMENT - land held for investment, five lots. 7. 3/16/2020 - California Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 03/04/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 4% - I provide financial planning and consulting services through California Financial Partners an independent investment advisor firm. I started this business activity in March 2020. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 8. 5/4/2021 - California Financial Partners, Inc. - DBA: California Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/14/2021 - 168 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide financial planning and consulting services through California Financial Partners, Inc., an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 168 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 9. 12/15/2021 - Exponential Squared Services, Inc. - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 12/15/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 10. 10/09/2023 - Milam, Knecht & Warner, LLP - Tax Prep/Accounting/CPA - Investment Related - 535 N. Brand Blvd, Suite 600, Glendale, CA 91203 - Start Date 03/09/2001 - 25 Hours Per Month/ 0 Hours During Trading 11. 12/26/2024- US Financial Partners, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/20/2024- 4 Hours Per Month 12. 07/13/2026 - US Financial Partners, Inc - DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/12/2026 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2001-07-06