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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-12 |
| NY | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2025-03-03 |
Branch Locations
1515 Pine Street Ste 250, Lakewood, NJ 08701 • United States
126 Spruce St, Cedarhurst, NY 11516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/1999 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2000 | 03/2025 |
| Bernath & Rosenberg, P.C. | New York | NY | 06/1986 | Present |
| Milvado Wealth Advisors Llc | New York | NY | 01/2021 | Present |
| Lpl Financial | Cedarhurst | NY | 03/2025 | Present |
1. 02/19/25 - Bernath & Rosenberg P.C. - Tax Prep/Accounting/CPA - Investment Related - Cedarhurst, NY 11516 - OBA Start Date 01/01/1986 - Hours per Month 16 - Time Spent 10 2. 02/19/25 - Bernath & Rosenberg P.C - DBA for LPL Business (entity for LPL Business) Investment Related - Cedarhurst, NY 11516 - OBA Start Date 01/01/1986 - Hours per Month 0 - Time Spent 5 3. 02/19/25 Milvado Wealth Advisors LLC - DBA for LPL Business (entity for LPL Business) Investment Related - Cedarhurst, NY 11516 - OBA Start Date 01/01/1986 - Hours per Month 35 - Time Spent 95 4. 02/19/25 Bernath & Rosenberg 401k PS Plan - Fiduciary - Not Investment Related - Cedarhurst, NY 11516 - OBA Start Date 01/01/1986 - Hours per Month 0 - Time Spent 0 5. 03/03/2025- Bernath & Rosenberg P.C.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/1986 6. 03/03/2025- Milvado Wealth Advisors LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2022- 35 Hours Per Month- 8 Hours During Trading 7. 03/03/2025- Bernath & Rosenberg P.C.- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/1986- 16 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-08 |
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