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Ricky Gene Canipe

Millennium Investment And Retirement Advisors, LLC

Winston Salem, NC

CRD 4488122

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Employer firm

Millennium Investment And Retirement Advisors, LLC CRD 117868

$1.38B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Millennium Investment And Retirement Advisors, Llc

Winston Salem, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-24
NC RA APPROVED 2017-01-05
  • TX RA
    APPROVED
    Since 2024-09-24
  • NC RA
    APPROVED
    Since 2017-01-05

Branch Locations

Winston Salem, NC • 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
Millennium Investment And Retirement Advisors, Llc Charlotte NC 04/2002 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Rick Canipe

View on SEC IAPD

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