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Winston Salem, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-09-05 |
Branch Locations
Winston Salem, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plotkin Financial Advisors, Llc | Chevy Chase | MD | 07/2015 | 08/2017 |
| Independent Financial Group, Llc | Chevy Chase | MD | 07/2015 | 08/2017 |
| Millennium Investment And Retirement Advisors, Llc | Charlotte | NC | 08/2017 | Present |
(1) VOLUNTEER TREASURER AND BOARD MEMBER OF "HEBREW FREE LOAN ASSOCIATION OF GREATER WASHINGTON" A NON-PROFIT PROVIDING INTEREST FREE LOAN SERVICES. SINCE MAY 2015. NON-INVESTMENT RELATED. 5% TIME SPENT. BUSINESS CONDUCTED AT 6121 MONTROSE RD. ROCKVILLE, MD 20852. (2) MEMBER OF "THE MONTGOMERY COUNTY- SOCIETY FOR HUMAN RESOURCE MANAGEMENT," A HUMAN RESOURCE PROFESSIONAL ORGANIZATION SINCE 2016. NON-INVESTMENT RELATED. NO TIME SPENT. BUSINESS CONDUCTED IN GERMANTOWN, MD.
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