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205 Oser Ave, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-15 |
| GA | RA | APPROVED | 2019-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Financial | Huntington | NY | 10/1999 | Present |
HEALTH INSURANCE - REFERRAL BUSINESS THROUGH FINANCIAL LIBERTY GROUP, 115 BROADHOLLOW RD, SUITE 375, MELVILLE, NY 11747; INVESTMENT ADVISOR WITH PARTNERS CAPITAL SERVICES, INC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-20 |
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