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LM

Louis D. Miltimore

TNCP
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 1941046
LM

Professional summary


Louis Dean Miltimore, who also goes by Dean Miltimore, L Dean Miltimore, is a registered financial professional currently at TNCP, LLC located in Stamford, Connecticut.

Louis is registered as a RR (Registered Representative) and started their career in finance in 1989. Louis has worked at 8 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dean Miltimore | L Dean Miltimore

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Louis Dean Miltimore's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 3, 2010 - Present

TNCP, LLC

Office #1: 9 West Broad Street Suite 510, Stamford, CT 06902Office #2: 9 West Broad Street Suite 510, Stamford, CT 06902
BD
CRD#: 150134
Stamford, CT
Past

August 26, 2008 - June 10, 2010

KNOX SECURITIES CORP.

BD
CRD#: 127436
WESTPORT, CT
Past

March 25, 2005 - November 20, 2006

BNY CAPITAL MARKETS INC.

BD
CRD#: 18303
NEW YORK, NY
Past

February 9, 1998 - January 25, 2000

DUNN JOHNSTON & COMPANY, INC.

BD
CRD#: 43243
PURCHASE, NY
Past

January 1, 1996 - January 31, 1997

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

December 1, 1995 - January 1, 1996

JAMES CAPEL INCORPORATED

BD
CRD#: 15390
Past

July 7, 1992 - December 8, 1995

SAMUEL MONTAGU, INC.

BD
CRD#: 13991
NEW YORK, NY
Past

April 19, 1989 - March 6, 1991

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(11/3/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 4/15/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TL
TNCP, LLC
TNCP, LLC

CRD#: 150134 / SEC#: , 8-68220

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
9 West Broad Street Suite 510, Stamford, CT 06902
Mailing Address
9 West Broad Street Suite 510, Stamford, CT 06902
Phone number
(203) 604-2007
Established
Delaware since 03/26/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TRUENORTH CAPITAL PARTNERS LLCMEMBER
BEATON, DANIEL STEWARTPART-TIME FINOP4240769
GAYNOR, JEFFREY BRIANELECTED MANAGER, SECRETARY, CHIEF COMPLIANCE OFFICER4686162
ROSSETTI, FREDERICK ANTHONYPRESIDENT, TREASURER4686240

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TNCP, LLC

CRD#: 150134Stamford, CT 06902

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