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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 | 2025-03-19 |
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 |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 03/2014 | 08/2020 |
| Sterling National Bank | Astoria | NY | 10/2020 | 03/2025 |
| Lpl Financial Llc | Corona | NY | 10/2020 | 03/2025 |
| Financial Resources Group Investment Services | Fort Mill | SC | 10/2020 | 03/2025 |
| Allied Millennial Partners | Astoria | NY | 03/2025 | Present |
| Millennial Advisers | Astoria | NY | 03/2025 | Present |
| Santander Securities, Llc | Dorchester | MA | 04/2016 | 08/2020 |
1) Apeiron Solutions Inc. - Consultant - Non-investment related - Corona, NY - start: September 2020 - 10 hr/mo 2) Real Estate Rental - Owner - Non-investment related - Corona, NY - start: August 2018 - 2 hr/mo 3) Credit Connect Technologies - Board Member - Non-investment related - Corona, NY - February 2025 - 10hr/mo 4) Vanbridge - Insurance Agent - Investment Related - Astoria, NY - July 2025 - 20hr/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
| S66 | Uniform Combined State Law Examination | 2016-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-01 |
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