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Donald C. Mcmillion

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CRD#: 329820
DM

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.

Donald Clark Mcmillion, who also goes by Don Mcmillion, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1969. Donald had worked at 4 firms and has passed the Series 65, SIE, Series 4, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Don Mcmillion

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.
McMillion/Aegis Realty Capital, Corp./not an Investment Related Company, address:701 Green Valley Rd., Suite 104, Greensboro, NC 27408 Donald C. McMillion is President/Nature of business: Formally Real Estate Development, currently inactive/The firm was formed in 1981 as McMillion/Eubanks, Associated,Inc. and underwent a change to its current name in 1995 to reflect its operations, which was the development and sale of single family building lots. Hours devoted to Company is Zero, Mr.McMillion performs no service and receives no compensation. Charter status active with the State of North Carolina. Lionmark Properties: Lionmark Properties (a North Carolina S Corp.) was formed by Donald McMillion in October 1985 as its sole shareholder, and was an operating company involved in the development of real estate until 1998, when it sold all of its real estate and ceased to be an active corporation. Since that time it has served as a pass through entity for year-end bonus compensation paid to Donald McMillion for his administrative service to McMillion Associates, Inc. As such, Mr. McMillion does not devote any time to Lionmark Properties other than maintaining the corporate charter and performs no service and receives no compensation other than what is passed through from McMillion Associates, Inc. located at 701 Green Valley Rd., Suite 104, Greensboro, NC 27408...This is an investment related company.

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CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 3, 1994 - September 19, 2023

MCMILLION CAPITAL MANAGEMENT INC

RIA
CRD#: 110854
GREENSBORO, NC
Past

May 3, 1977 - November 7, 2017

MCMILLION SECURITIES, INC.

BD
CRD#: 7393
GREENSBORO, NC
Past

March 10, 1977 - May 29, 1977

CONNER, REDWINE INCORPORATED

BD
CRD#: 6407
Past

February 10, 1969 - April 4, 1977

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/11/1991
Uniform Investment Adviser Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 4/18/1977
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 2/3/1969
Registered Principal Examination

Current Firm


MC
MCMILLION CAPITAL MANAGEMENT INC
MCMILLION CAPITAL MANAGEMENT INC

CRD#: 110854 / SEC#: 801-15919

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Contact information


Main Address
701 Green Valley Road Suite 104, Greensboro, NC 27408
Mailing Address
P. O. Box 21447, Greensboro, NC 27420
Phone number
(336) 274-2491
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Part 2 Brochures

FIRM DISCLOSURE BROCHURE/ MCMILLION CAPITAL MANAGEMENT., INC. (5/11/2023)

Regulatory assets under management


Total Number of Accounts140
AUM (Assets Under Management)$ 126,711,947

Red Flags


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

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Company Information


MCMILLION CAPITAL MANAGEMENT INC

CRD#: 110854

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