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Cortney B Milner

Veery Capital, LLC

West Chester, PA

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Current Employers
Veery Capital, Llc

24 W Market Street, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-30
DE RA APPROVED 2018-10-03
  • PA RA
    APPROVED
    Since 2026-01-30
  • DE RA
    APPROVED
    Since 2018-10-03

Branch Locations

24 W Market Street, West Chester, PA 19382 • 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
Cambridge Investment Research, Inc. Fairfield IA 10/2012 10/2018
Dc Mac Llc West Chester PA 09/2007 09/2018
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2014 10/2018
Veery Capital, Llc West Chester PA 09/2018 01/2020
Veery Capital, Llc West Chester PA 01/2020 Present
Previous Registrations
Other Businesses

1) Buildng of West Chester, LLC; Owner; Non Investment Related; 22-26 W Market Street West Chester PA 19382; Real Estate; Will handle all of the accounting and bookkeeping; Start date: 2025-02-27; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2. 2) KCMAC; Owner; Non Investment Related; 22-26 W Market Street West Chester PA 19382; Real Estate; Will handle all of the accounting and bookkeeping; Start date: 2025-02-27; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-21
  • S66 Uniform Combined State Law Examination
    2008-11-21

View on SEC IAPD

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