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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-01 |
| TX | RA | APPROVED | 2020-10-08 |
Branch Locations
140 Adams Avenue Suite B-12, Hauppauge, NY 11788 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mitlin Financial, Inc. | Hauppauge | NY | 09/2004 | Present |
| Cwm, Llc | Omaha | NE | 10/2020 | Present |
| Mitlin Financial, Inc. | Hauppauge | NY | 10/2011 | 01/2021 |
NAME OF BUSINESS: American Foundation for Suicide Prevention NATURE: Charitable Organization START: 12/1/2009 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Help drive policy for the organization and I sit on the finance committee of the organization. FIXED INSURANCE NATURE: Insurance START: 10/1/2004 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: N/A NATURE: Author START: 4/17/2023 POSITION: Author APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Write book NAME OF BUSINESS: Forbes Advisor Banking NATURE: Advisory Board START: 5/6/2024 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Provide quotes and columns for Forbes NAME OF BUSINESS: Investopedia NATURE: Publication START: 4/22/2024 POSITION: Guest Columnist APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Write quarterly articles NAME OF BUSINESS: Keith Milano Memorial Fund NATURE: Charitable Organization START: 9/1/2005 POSITION: Chair APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Help raise funds and awareness for suicide prevention and mental health NAME OF BUSINESS: North Country's Finest, LLC NATURE: Real Estate START: 10/20/2015 POSITION: Managing Member/Owner APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Managing Member NAME OF BUSINESS: Zacemy Holdings, LLC NATURE: Real Estate START: 1/25/2008 POSITION: Managing Member/Owner APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Managing Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-08 |
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