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Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-10-09 |
Branch Locations
Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1.) Vanbridge - Insurance Agent - Investment Related - New York, NY - 10 hrs/mo - July 2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-03 |
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