Satyaki Mitra

414 N. Main Street, Thiensville, WI 53092 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-06-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Park Avenue Securities	Addison	TX	08/2020	01/2021
Drexel University's Lebow College Of Business	Philadelphia	PA	08/2019	01/2020
Not Working/ Volunteering	Kolkata		09/2018	07/2019
Eva International	Limerick		04/2018	07/2018
Abbey Capital	Dublin		05/2017	11/2017
Trinity College Dublin	Dublin		09/2016	05/2017
Not Working	Kolkata		07/2016	09/2016
St Mary's Cathedral	Limerick		07/2018	09/2018
Unemployed	Merrill	WI	02/2020	06/2020
Not Working	Dublin		11/2017	03/2018
Guardian Life Insurance	Addison	TX	08/2020	01/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	01/2021	09/2021
Bank Of America, N.A.	Hunt Valley	MD	02/2021	09/2021
Fidelity Investments	Merrimack	NH	09/2021	05/2022
Lincoln Financial Advisors	Towson	MD	06/2022	05/2023
The Milwaukee Company	Thiensville	WI	06/2023	Present

08/2020 → 01/2021

Park Avenue Securities

Addison, TX
08/2019 → 01/2020

Drexel University's Lebow College Of Business

Philadelphia, PA
09/2018 → 07/2019

Not Working/ Volunteering

Kolkata
04/2018 → 07/2018

Eva International

Limerick
05/2017 → 11/2017

Abbey Capital

Dublin
09/2016 → 05/2017

Trinity College Dublin

Dublin
07/2016 → 09/2016

Not Working

Kolkata
07/2018 → 09/2018

St Mary's Cathedral

Limerick
02/2020 → 06/2020

Unemployed

Merrill, WI
11/2017 → 03/2018

Not Working

Dublin
08/2020 → 01/2021

Guardian Life Insurance

Addison, TX
01/2021 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
02/2021 → 09/2021

Bank Of America, N.A.

Hunt Valley, MD
09/2021 → 05/2022

Fidelity Investments

Merrimack, NH
06/2022 → 05/2023

Lincoln Financial Advisors

Towson, MD
06/2023 → Present

The Milwaukee Company

Thiensville, WI

2022-06-02 → 2023-05-08

Osaic Fa, Inc.

Towson, MD
2021-10-22 → 2022-06-07

Fidelity Personal And Workplace Advisors

Covington, KY
2021-02-03 → 2021-09-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

Hunt Valley, MD
2020-11-10 → 2020-12-31

Park Avenue Securities Llc

Addison, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-02

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