Inactive

Patrick Thomas Reinheimer

Milestone Asset Management, LLC

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Current Employers

Milestone Asset Management, Llc

8160 Perry Highway, Pittsburgh, PA 15237 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2022-05-13
PA	RA	APPROVED	2022-05-13

MD RA
APPROVED

Since 2022-05-13
PA RA
APPROVED

Since 2022-05-13

Branch Locations

20251 Century Blvd. Suite 425, Germantown, MD 20874 • United States

8160 Perry Highway, Pittsburgh, PA 15237 • 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

Organization	City	State	From	To
Brookstone Capital Management	Wheaton	IL	10/2019	02/2022
Power Home Remodeling Group	Greenbelt	MD	03/2017	06/2019
Unemployed	Germantown	MD	06/2019	10/2019
Storagehawk	Arlington	VA	08/2016	02/2017
Milestone Asset Management	Pittsburgh	PA	09/2020	Present

10/2019 → 02/2022

Brookstone Capital Management

Wheaton, IL
03/2017 → 06/2019

Power Home Remodeling Group

Greenbelt, MD
06/2019 → 10/2019

Unemployed

Germantown, MD
08/2016 → 02/2017

Storagehawk

Arlington, VA
09/2020 → Present

Milestone Asset Management

Pittsburgh, PA

Previous Registrations

2019-10-09 → 2022-02-01

Brookstone Capital Management Llc

Germantown, MD

Wheaton, IL
2020-10-29 → 2021-02-11

Milestone Asset Management, Llc

Germantown, MD

Pittsburgh, PA

Other Businesses

I currently hold a Life and Health Insurance License in the state of Maryland.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-02

S65 Uniform Investment Adviser Law Examination

2019-10-02

Designations

Other Names

Patrick Reinheimer

View on SEC IAPD

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Other Investors

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KATHERINE JENNIFER KOHLER

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Jeffrey Rauworth White

Other Offices

KESTRA ADVISORY SERVICES, LLC · GERMANTOWN, MD

PEAK INVESTMENT ADVISORS, INC. · GERMANTOWN, MD

WELLS FARGO CLEARING SERVICES, LLC · GERMANTOWN, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GERMANTOWN, MD

THRIVENT INVESTMENT MANAGEMENT INC. · GERMANTOWN, MD

TRUIST ADVISORY SERVICES, INC. · GERMANTOWN, MD

KESTRA ADVISORY SERVICES, LLC · Germantown, MD

EQUITY SERVICES, INC. · GERMANTOWN, MD

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