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Current Employers
Millennial Advisers, Llc.

Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-10-09
  • NV RA
    APPROVED
    Since 2025-10-09

Branch Locations

Las Vegas, NV • United States

Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Exotic Reef Imports El Segundo CA 05/2009 08/2019
Forecast Capital Advisors Inc Long Beach CA 10/2017 03/2020
Salterra Capital Strategies Newport Beach CA 11/2016 07/2018
Lido Isle Advisors Newport Beach CA 08/2015 11/2016
Allied Millennial Partners, Llc New York NY 01/2020 Present
Millennial Advisers, Llc New York NY 03/2020 Present
  • 05/2009 → 08/2019
    Exotic Reef Imports
    El Segundo, CA
  • 10/2017 → 03/2020
    Forecast Capital Advisors Inc
    Long Beach, CA
  • 11/2016 → 07/2018
    Salterra Capital Strategies
    Newport Beach, CA
  • 08/2015 → 11/2016
    Lido Isle Advisors
    Newport Beach, CA
  • 01/2020 → Present
    Allied Millennial Partners, Llc
    New York, NY
  • 03/2020 → Present
    New York, NY
Other Businesses

1.) Vanbridge - Insurance Agent - Investment Related - New York, NY - 10 hrs/mo - July 2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-15
S63 Uniform Securities Agent State Law Examination 2006-03-03
  • S66 Uniform Combined State Law Examination
    2020-02-15
  • S63 Uniform Securities Agent State Law Examination
    2006-03-03
Other Names
  • Joe Schepers

View on SEC IAPD

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