Michael Mechab Milbee

Current Employers

Employment History

• 10/2008 → 07/2021
  Waddell & Reed, Inc.
  Hartsville, SC
• 11/2008 → 07/2021
  Various Insurnce Carriers For W & R Insurance Agencies
  Hartsville, SC
• 08/2016 → 12/2017
  Hartsville Boys & Girls Club
  Hartsville, SC
• 08/2020 → 08/2022
  Michael Milbee, Llc
  Hartsville, SC
• 08/2020 → Present
  Milbee Properties, Llc
  Hartsville, SC
• 07/2021 → 09/2025
  Lpl Financial, Llc
  Pawleys Island, SC
• 08/2022 → 09/2025
  Define Wealth Financial Group, Llc
  Pawleys Island, SC
• 09/2025 → Present
  Kestra Investment Services, Llc
  Hartsville, SC
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Hartsville, SC

Previous Registrations

• 2021-07-21 → 2025-09-25
  Lpl Financial Llc
  Greenville, SC
  Charleroi, PA
  Hartsville, SC
  Pawleys Island, SC
• 2008-12-19 → 2021-07-21
  Waddell & Reed
  Hartsville, SC
  Columbia, SC
  Spartanburg, SC
  Charlotte, NC
  Charleroi, PA
  Pawleys Island, SC
• 2007-09-20 → 2008-08-18
  Clearbridge Investments, Llc
  New York, NY
• 2007-04-02 → 2007-08-22
  Morgan Stanley & Co. Llc
  Purchase, NY
• 2006-03-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Purchase, NY

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DEFINE WEALTH FINANCIAL GROUP LLC POSITION: President Registered rep activities through Kestra Investment Services RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/08/2025 ADDRESS: 146 Cargill Way Suite A, Hartsville SC 29550, United States DESCRIPTION: President and Sr. Wealth Advisor--I oversee the day-to-day operations of our business while also providing comprehensive financial planning services to clients, including asset management, insurance planning, estate planning, etc. Name: MILBEE PROPERTIES LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/08/2025 ADDRESS: 3374 Vanderbilt Boulevard, Pawleys Island SC 29585, United States DESCRIPTION: Manage property, maintain, pay bills, collect rent DEFINE WEALTH FINANCIAL GROUP LLC POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/08/2025 ADDRESS: 146 Cargill Way Suite A, Hartsville SC 29550, United States DESCRIPTION: President and Sr. Wealth Advisor--I oversee the day-to-day operations of our business while also providing comprehensive financial planning services to clients, including asset management, insurance planning, estate planning, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-02
• S63 Uniform Securities Agent State Law Examination
  2005-11-11

Designations

Other Names

• Michael Mechab Milbee
• Michael Milbee