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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-11-27 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Carrollton | GA | 07/2010 | 11/2018 |
| Ifg Advisory, Llc Dba Milestone Investment Management, Llc | Carollton | GA | 12/2013 | 11/2018 |
| Milestone Investment Management, Llc | Carrolton | GA | 07/2010 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2018 | Present |
1.Fixed insurance sales; as of 11/26/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner of operating company which facilitates securities, advisory, and insurance business. 3. Owner, Milestone Holdings, LLC, an entity created for the purpose of managing residential and commercial property located at 551 Newnan Street and 160 Watson Street, Carrollton, GA 30117, as of 08/01/2015; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-21 |
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