Jonathan D. Withrow
Professional summary
Jonathan Dean Withrow, who also goes by Jon Withrow, Jonathan D Withrow, Jonathan Withrow, Jonny Withrow, is a registered financial professional currently at MILLENNIUM ADVISORS, LLC located in Charlotte, North Carolina.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2018. Jonathan has worked at 3 firms and has passed the Series 63, Series 52TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Dean Withrow's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2022 - Present
MILLENNIUM ADVISORS, LLC
Office #1: 11605 N Community House Dr Suite 550, Charlotte, NC 28277May 10, 2019 - June 30, 2020
BOFA SECURITIES, INC.
September 14, 2018 - May 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/2/2022)
Exams
Series 52TO
Date: 6/26/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
MILLENNIUM ADVISORS, LLC
CRD#: 151236 / SEC#: , 8-68349
Contact information
FINRA licenses (10 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MILLENNIUM CONSOLIDATED HOLDINGS LLC | OWNER | |
| BROWN, DOUGLAS BENEDICT | CCO, AML SUPERVISOR | 5063686 |
| CHAPPELLE, DAVID WALTER | MEMBER, GENERAL PRINCIPAL | |
| DEMODNA, JOSEPH CHARLES | PRINCIPAL OPERATIONS OFFICER | 5156407 |
| HEALY, MICHAEL GEORGE | CHIEF EXECUTIVE OFFICER | 3011582 |
| LEE, CHRISTY ROSS | CFO, FINOP, PRINCIPAL FINANCIAL OFFICER | 4926666 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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