JD
Joshuah A. Dains
MILINOVICH & CO.,
Waynesburg, PA 15370
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CRD#: 7478951
JD
Professional summary
Joshuah Allan Dains is a registered financial advisor currently at MILINOVICH & CO., INC located in Waynesburg, Pennsylvania.
Joshuah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Joshuah has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joshuah Allan Dains's 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®
NoneExperience
Current
December 19, 2021 - Present
MILINOVICH & CO., INC
Office #1: 101 N. Woodland Ave, Waynesburg, PA 15370RIA
CRD#: 122894
Waynesburg, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/13/2022)
IAR
North Carolina(12/19/2021)
IAR
Pennsylvania(12/19/2021)
IAR
West Virginia(12/23/2021)
Current Firm
M&
MILINOVICH & CO., INC
MILINOVICH & CO., INC
CRD#: 122894 / SEC#:
Florida
Registered Investment Advisory firm - (5/29/2018 Approved)North Carolina
Registered Investment Advisory firm - (3/3/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (1/27/1998 Approved)West Virginia
Registered Investment Advisory firm - (7/29/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 N. Woodland Ave, Waynesburg, PA 15370
Mailing Address
Phone number
(724) 852-1500
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 425 |
| AUM (Assets Under Management) | $ 100,477,496 |
Red Flags
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