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3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Milestone Financial Planning, Llc | Bedford | NH | 04/2026 | Present |
| Us Navy | Groton | CT | 09/2015 | 05/2025 |
| Unemployed | N/A | XX | 06/2025 | 03/2026 |
1) CORY SARKISIAN WORKS AS A TAX PREPARER AT JENNIFER L. CLIMO CPA PC. MR. SARKISIAN ASSISTS IN PREPARING TAX RETURNS FOR INDIVIDUALS AND TRUSTS. ROUGHLY 10 HOURS PER MONTH OF MR. SARKISIAN'S TIME IS SPENT TOWARDS THIS BUSINESS. MR. SARKISIAN DOES NOT RECEIVE COMPENSATION FOR THIS WORK. THIS BUSINESS IS NOT INVESTMENT-RELATED. THIS BUSINESS IS LOCATED AT 68 SANDSTONE DRIVE, BEDFORD, NH 03110.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-06 |
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