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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-12
NY RA APPROVED 2025-03-03
TX RA APPROVED_RES 2025-03-03
  • NJ RA
    APPROVED
    Since 2025-03-12
  • NY RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED_RES
    Since 2025-03-03

Branch Locations

1515 Pine Street Ste 250, Lakewood, NJ 08701 • United States

126 Spruce St, Cedarhurst, NY 11516 • 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
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
  • 08/1999 → 03/2025
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2000 → 03/2025
    Schaumburg, IL
  • 06/1986 → Present
    Bernath & Rosenberg, P.C.
    New York, NY
  • 01/2021 → Present
    Milvado Wealth Advisors Llc
    New York, NY
  • 03/2025 → Present
    Lpl Financial
    Cedarhurst, NY
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-08
  • S66 Uniform Combined State Law Examination
    1999-12-08
Designations

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