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Current Employers
Partners Capital Services, Inc.

205 Oser Ave, Hauppauge, NY 11788 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-15
GA RA APPROVED 2019-02-21
  • NY RA
    APPROVED
    Since 2021-04-15
  • GA RA
    APPROVED
    Since 2019-02-21

Branch Locations

205 Oser Ave, Hauppauge, NY 11788 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Milestone Financial Huntington NY 10/1999 Present
  • 10/1999 → Present
    Milestone Financial
    Huntington, NY
Other Businesses

HEALTH INSURANCE - REFERRAL BUSINESS THROUGH FINANCIAL LIBERTY GROUP, 115 BROADHOLLOW RD, SUITE 375, MELVILLE, NY 11747; INVESTMENT ADVISOR WITH PARTNERS CAPITAL SERVICES, INC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-12
S63 Uniform Securities Agent State Law Examination 1997-05-20
  • S66 Uniform Combined State Law Examination
    2019-02-12
  • S63 Uniform Securities Agent State Law Examination
    1997-05-20

View on SEC IAPD

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