Paul D. Milek
Professional summary
Paul David Milek, who also goes by Paul David Milele, is a registered financial professional currently at BURCH & COMPANY, INC located in Kansas City, Missouri.
Paul is registered as a RR (Registered Representative) and started their career in finance in 2000. Paul has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Paul David Milek's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 25, 2024 - Present
BURCH & COMPANY, INC
Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116July 1, 2019 - January 3, 2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED
August 22, 2007 - July 2, 2019
MOORELAND PARTNERS LLC
November 19, 2003 - August 13, 2007
SVB ALLIANT
March 15, 2000 - July 7, 2003
BROADVIEW INTERNATIONAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/25/2024)
(7/11/2025)
(7/28/2025)
(7/11/2025)
(7/29/2025)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
BURCH & COMPANY, INC
CRD#: 102280 / SEC#: , 8-52121
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Arbitration | 1 |
Red Flags
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