Inactive

William Roger Branch

Northstar Fiduciary Partners, LLC

East Brunswick, NJ

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Current Employers

Northstar Fiduciary Partners, Llc

East Brunswick, NJ • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-02-04

NC RA
APPROVED

Since 2024-02-04

Branch Locations

Waxhaw, NC • United States

East Brunswick, NJ • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Millennium Investment And Retirement Advisors, Llc	Charolotte	NC	12/2008	06/2023
Northstar Fiduciary Partners, Llc	Cleveland	OH	06/2023	Present

12/2008 → 06/2023

Millennium Investment And Retirement Advisors, Llc

Charolotte, NC
06/2023 → Present

Northstar Fiduciary Partners, Llc

Cleveland, OH

Previous Registrations

2017-01-05 → 2023-06-05

Millennium Investment And Retirement Advisors, Llc

Winston Salem, NC
2009-04-29 → 2016-12-31

Millennium Investment And Retirement Advisors, Llc

Charlotte, NC
2009-04-15 → 2010-11-29

Presidium

Charlotte, NC
2008-04-25 → 2009-05-12

Fiduciary Advisors, Llc

Lynchburg, VA
2006-04-25 → 2008-04-24

Thrivent Investment Management Inc.

Sterling, VA

Forest, VA

Denver, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-04-24

S66 Uniform Combined State Law Examination

2006-04-24

View on SEC IAPD

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