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William Randle Dippell

Milestone Money

Chicago, IL

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Current Employers
Milestone Money

2000 N Racine Ave Suite 2180, Chicago, IL 60614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-25
IL RA APPROVED 2022-04-05
  • TX RA
    APPROVED_RES
    Since 2022-04-25
  • IL RA
    APPROVED
    Since 2022-04-05

Branch Locations

2000 N Racine Ave Suite 2180, Chicago, IL 60614 • 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
Lakestar Wealth Management, Llc Chicago IL 04/2012 03/2021
Adviceperiod, Llc Chicago IL 03/2021 03/2022
Mariner Platform Solutions Chicago IL 03/2022 03/2022
Milestone Money Chicago IL 02/2022 Present
  • 04/2012 → 03/2021
    Lakestar Wealth Management, Llc
    Chicago, IL
  • 03/2021 → 03/2022
    Adviceperiod, Llc
    Chicago, IL
  • 03/2022 → 03/2022
    Mariner Platform Solutions
    Chicago, IL
  • 02/2022 → Present
    Milestone Money
    Chicago, IL
Previous Registrations
  • 2022-03-01 → 2022-04-07
    Mariner Independent
    Chicago, IL
  • 2021-03-09 → 2022-03-30
    Adviceperiod, Llc
    Chicago, IL
    Los Angeles, CA
  • 2012-04-20 → 2021-02-26
    Nestegg Advisory
    Chicago, IL
    Chicago, IL
  • 2008-10-01 → 2012-04-03
    J.P. Morgan Securities Llc
    Chicago, IL
    Chicago, IL
  • 2007-03-13 → 2008-10-01
    J.P. Morgan Securities Inc.
    Chicago, IL
  • 2003-05-05 → 2005-09-26
    Natcity Investments, Inc.
    Libertyville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-02
  • S66 Uniform Combined State Law Examination
    2003-05-02
Other Names
  • W. Randy Dippell
  • Randy Dippell
  • William Randy Dippell

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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