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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-03 |
Branch Locations
126 Spruce St, Cedarhurst, NY 11516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2014 | 03/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2004 | 03/2025 |
| Bernath And Rosenberg P.C. | New York | NY | 07/2015 | Present |
| Milvado Wealth Advisors Llc | New York | NY | 01/2021 | Present |
| Lpl Financial | Cedarhurst | NY | 03/2025 | Present |
02/20/25 - BERNATH AND ROSENBERG - DBA for LPL Business (entity for LPL Business) - Investment Related - Cederhurst., NY 11516 - OBA Start Date 06/01/16 - Hours per Month 160 - Time Spent 100 02/20/25 - MILVADO WEALTH ADVISORS LLC - DBA for LPL Business (entity for LPL Business) - Investment Related - Cederhurst, NY 11516 - OBA Start Date 01/01/22 - Hours per month 160 - Time Spent 100 02/20/25 - Non-Variable Insurance - Investment Related - Cederhurst, NY 11516 - OBA Start Date 01/01/22 - Hours per Month 1 - Time Spent 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-26 |
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