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205 Oser Ave, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-13 |
| NJ | RA | APPROVED | 2019-09-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Financial Services, Inc. | Huntington | NY | 05/1999 | Present |
RHINO PARTNERS LLC, HOLDING CO, VP 4 HOURS PER MONTH; PARTNERS CAPITAL SERVICES, INC - REGISTERED INVESTMENT ADVISOR, FEE BASED ADVISORY. Mikimomo Inc - 1hr/month- Pass through Company for expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-29 |
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