Curtis L. Ifill
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Curtis Lee Ifill was a registered financial professional .
Curtis is a previously registered financial professional and started their career in finance in 1994. Curtis had worked at 2 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 25, 2022 - December 11, 2023
MILL CAPITAL MANAGEMENT, LLC
October 27, 1994 - February 29, 2000
FIRST UNION BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
MILL CAPITAL MANAGEMENT, LLC
CRD#: 312798 / SEC#: 801-120478
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MILL CAPITAL MANAGEMENT, LLC
CRD#: 312798 / SEC#: 801-120478
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 283 |
| AUM (Assets Under Management) | $ 1,371,270,285 |
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.
