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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CO | RA | APPROVED | 2019-11-20 |
Branch Locations
469 S. Cherry Street Suite 210, Denver, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Denver | CO | 05/2018 | 11/2019 |
| Hadad Milinazzo Financial Group | Denver | CO | 01/2018 | 05/2024 |
| Andarko Petroleum Corporation | Denver | CO | 08/2016 | 01/2018 |
| Hadad Milinazzo Financial Group Inc. | Denver | CO | 01/2018 | 05/2024 |
| Commonwealth Financial Network | San Diego | CA | 11/2019 | 05/2024 |
| Commonwealth Financial Network | San Diego | CA | 05/2024 | Present |
| Hadad Milinazzo Financial Group | Denver | CO | 05/2024 | Present |
1. CPA/Tax Preparer, providing tax preparation services under the name 'Hadad-Milinazzo Financial Group, Inc.'; As of 11/20/19; 50% time spent during business hours; Conducted at branch; Not investment related. 2. Co-owner, MIL OPS, LLC; private entity established to make private investments; as of 8/28/2023; 0% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, MilWealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Denver, CO 80246; as of 12/15/2025; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-21 |
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