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3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-31 |
| MA | RA | APPROVED | 2023-07-14 |
| NH | RA | APPROVED | 2016-04-22 |
| TX | RA | APPROVED | 2016-04-22 |
Branch Locations
433 Us 1 Unit 205, York, ME 03909 • United States
3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jennifer L Davidson Cpa Pc | Bedford | NH | 07/2014 | 12/2018 |
| Milestone Financial Planning, Llc | Bedford | NH | 02/2016 | Present |
| Jennifer L. Climo Cpa Pc | Bedford | NH | 12/2018 | Present |
1. JENNIFER L. CLIMO CPA PC - TAX PREPARATION (NON-INVESTMENT RELATED) 68 SANDSTONE DRIVE, BEDFORD, NH 03110. JENNIFER IS THE SOLE OWNER OF THIS BUSINESS. TITLE = PRESIDENT. THIS BUSINESS MOSTLY PREPARES TAX RETURNS FOR INDIVIDUALS AND TRUSTS. HOURS PER MONTH ARE MINOR JUNE-DECEMBER, AND ABOUT 80 HOURS/MONTH JANUARY-APRIL. JENNIFER'S ROLE IN THE BUSINESS IS TO PREPARE TAX RETURNS. 2. BEDFORD PRESBYTERIAN CHURCH; BEDFORD, NH; FINANCE ELDER; SINCE 01/21; NOT INVESTMENT RELATED; 10 HRS/MO 3. OCEAN LIFE REALTY, LLC; BEDFORD, NH; RENTAL PROPERTY AND CONSULTING SERVICES TO REAL ESTATE RELATED BUSINESSES; MANAGER; SINCE 04/21; NON-INVESTMENT RELATED; 10 HRS/MO DURING NON-SECURITIES TRADING HOURS; DECISION-MAKING / FINANCING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-03 |
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