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205 Oser Ave, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-28 |
| MN | RA | APPROVED | 2023-01-27 |
| NY | RA | APPROVED | 2022-05-11 |
| FL | RA | APPROVED | 2022-05-09 |
| SC | RA | APPROVED | 2018-06-06 |
| NM | RA | APPROVED | 2016-09-14 |
Branch Locations
205 Oser Ave, Hauppauge, NY 11788 • United States
301 West Bay Street Suite 1403, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Financial Services, Inc. | Huntington | NY | 05/1999 | Present |
RHINO PARTNERS LLC, HOLDING CO, PRESIDENT 4 HOURS PER MONTH; PARTNERS CAPITAL SERVICES, INC. - A REGISTERED INVESTMENT ADVISOR, Investment related, Fee Based business. SaltLife5 Inc. - Holding Co; Owner 2hrs/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S66 | Uniform Combined State Law Examination | 2010-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-26 |
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