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Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-14 |
Branch Locations
2901 W. Coast Highway, Suite 376, Newport Beach, CA 92663 • United States
Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2019 | 09/2020 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 09/2019 | 09/2020 |
| Fairfield Inn And Suites By Marriott | Buena Park | CA | 08/2016 | 08/2018 |
| One Up Vapor Llc | Downey | CA | 08/2018 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2020 | 09/2020 |
| Nylife Securities Llc | Glendale | CA | 09/2020 | 06/2022 |
| New York Life Insurance Co. | Glendale | CA | 09/2020 | 06/2022 |
| Paulson Investment Company, Llc | Beverly Hills | CA | 07/2022 | 07/2025 |
| Allied Millennial Partners | Buena Park | CA | 07/2025 | Present |
| Millennial Advisers | Buena Park | CA | 07/2025 | Present |
1.) Lino Enterprises LLC - Managing Member, currently inactive/no business activities, Not investment related, 0 hrs/mo, Start 06.2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-13 |
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