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Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-01 |
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 |
|---|---|---|---|---|
| Allied Millennial Partners, Llc | New York | NY | 10/2011 | Present |
| Millennial Advisers, Llc | New York | NY | 07/2016 | Present |
1.) PMFT LLC-Non-investment Related Real Estate Holding Co. President. Appx. 2 hours/month to manage the property. Start date 9/2/2020. 2.) S&T 68 West House LLC - Non- Investment Related Real Estate Holding Company. Albany NY. President. Appx. 5 hours/month outside of trading hours. Manage property/bookkeeping. Start date December 2021. 3.) Real Estate License - William Pitt Sotheby's Referral Services LLC, Non-investment related, Appx. 5 hrs/mo., New York, NY, start May 2023. 4.) PMT Property Management LLC. CEO. Appx. 5 hrs/mo. Not investment related. Albany, NY. Manage and maintain real estate holdings. Start date January 2024. 5.) Vanbridge - Insurance Agent - Investment Related - New York, NY - 10 hrs/mo - July 2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-10 |
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