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Mario Leo Tate

Millennial Wealth Advisors

Delray Beach, FL

Chicago, IL

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Current Employers
Millennial Wealth Advisors

Delray Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-02-20
  • IL RA
    APPROVED
    Since 2018-02-20

Branch Locations

Delray Beach, FL • United States

231 South Lasalle Street Suite 2100, Chicago, IL 60604 • 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
Banyan Tree Investment Consulting, Llc Chicago IL 01/2017 12/2017
Tatewick Enterprises Chicago IL 03/2016 12/2020
Millennial Wealth Advisors Chicago IL 02/2018 Present
  • 01/2017 → 12/2017
    Banyan Tree Investment Consulting, Llc
    Chicago, IL
  • 03/2016 → 12/2020
    Tatewick Enterprises
    Chicago, IL
  • 02/2018 → Present
    Millennial Wealth Advisors
    Chicago, IL
Previous Registrations
  • 2017-01-03 → 2017-12-31
    Banyan Tree Investment Consulting, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-02
  • S65 Uniform Investment Adviser Law Examination
    2016-09-02

View on SEC IAPD

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