Michael C Whitman

Current Employers

Employment History

• 02/2014 → 09/2022
  Lincoln Financial Securities
  Chapel Hill, NC
• 02/2014 → Present
  Michael Whitman
  Pittsboro, NC
• 06/2022 → Present
  Millennium Planning Group, Llc
  Pittsboro, NC
• 01/2023 → 02/2025
  Millennium Insurance, Llc
  Pittsboro, NC

Previous Registrations

• 2014-02-19 → 2022-09-21
  Osaic Fs, Inc.
  Raleigh, NC
  Pittsboro, NC
• 2013-05-16 → 2014-02-07
  Pruco Securities, Llc.
  Raleigh, NC

Other Businesses

1) Tech Consulting for Financial Advisors. 2) Pittsboro Elementary School PTA; Is the advisory affiliate principal control person: No; Entail service on board of directors for a publicly traded company: No; Is the business investment related: No; Location: 375 Pittsboro School Road Pittsboro NC 27312 USA; Description: PTA board; Position Title: Treasurer; Responsibilities Duties: General Duties (referencing Bylaws): The Treasurer should also follow the general duties outlined in the uniform PTA bylaws Section 6.6. Develop Financial Procedures: Develops financial procedures for the PTA that must be followed for the collection and deposit of PTA funds, as well as for reimbursement of PTA funds (these procedures are typically found in an Appendix). Keep President Informed: Keeps the President informed of PTA activities on an ongoing basis. Discuss Insurance Policy: Discusses the PTA insurance policy with the board, ensures it is current, and submits payment in a timely manner. Leadership Development: Participates in leadership development opportunities. Signatory on Checks: Serves as one of two signatories on PTA checks if two other officers are not available (the President is the primary signatory, and Vice Presidents can also be signatories).; Start date with business: 2025-08-26; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-11
• S63 Uniform Securities Agent State Law Examination
  2010-01-12

Designations