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Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
Branch Locations
Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Millennial Partners, Llc. | New York | NY | 10/2011 | Present |
| One Source Fi, Llc | New York | NY | 04/2019 | Present |
| Millennial Advisers, Llc | New York | NY | 04/2016 | Present |
(1) JPED Holdings, LLC. Non Inv Related. NY. Holding Company for Allied Millennial Partners, LLC., and Millennial Advisers, LLC. Partner/Owner August 2011. Number of hrs/month. <1; (2) 7579 Holdings, LLC, Inv Related. NY Partner/Owner. Managing Member. Manager of Disruptive Ventures, LLC. April 2019 Number of hrs/month varies; (3) DV Management, LLC. Non Inv Related. NY Partner/Owner. Holding Company for Disruptive Manager, LLC. November 2020. Number of hrs/month <1; (4) Disruptive Manager, LLC. (fka Disruptive Advisors, LLC.). Inv. Related NY. Managing Member. Manager of Disruptive Ventures Remote Revolution LLC. November 2020. Number of hrs/month varies; (5) 1059 Holdings, LLC. Non Inv Related NY. Holding Company for One Source FI LLC. Partner/Owner. April 2019.Number of hrs/month <1; (6) Island Escapes LLC. Non Inv. Related. Managing Member, Maritime Excursions/Charters, December 2015. Number of hrs/month varies (Seasonal); (7) 3JD Holdings, LLC. Inv. Related. Partner/Owner Investment Holding Company. August 2021. Number of hrs/month <1; (8) KJDI Holdings, LLC. Non Inv Related. NY Partner/Owner. Holding Company for DVI Management, LLC. May 2022. Number of hrs/month <1; (9) DVI Management, LLC. Inv Related. NY. Manager of DVI, LLC and DVI QP LLC. May 2022 Number of hrs/month varies. (10.) National Adjudicatory Council (NAC). Not Investment Related. Member of the NAC Small Firm Council. Attend quarterly meetings. January 2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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