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Millennium Investment And Retirement Advisors, LLC CRD 117868
$1.38B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Winston Salem, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-20 |
| TX | RA | APPROVED_RES | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed Minor | Winston Salem | NC | 11/2011 | 08/2017 |
| University Of Virginia | Charlottesville | NC | 08/2017 | 05/2021 |
| Expand Financial, Llc | Mansfield | OH | 11/2021 | 09/2024 |
| Unemployed | Winston Salem | NC | 05/2021 | 11/2021 |
| Millennium Investment And Retirement Advisors, Llc | Charlotte | NC | 08/2024 | Present |
| Millennium Investment And Retirement Advisors, Llc | Charlotte | NC | 09/2024 | Present |
1) CORPORATE PROFIT STRATEGIES DBA CREIDEAS - CONSULTANT AND OFFICER. 8/2021 TO PRESENT. DUTIES INCLUDE OFFERING CLIENT RELATIONS AND SERVICE. NOT INVESTMENT RELATED. LESS THAN 10% OF TIME EACH MONTH. 2) INSURANCE AGENT - 5/2022 to PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERININSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-10 |
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