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Current Employers
Partners Capital Services, Inc.

205 Oser Ave, Hauppauge, NY 11788 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • MO RA
    APPROVED
    Since 2023-06-28
  • MN RA
    APPROVED
    Since 2023-01-27
  • NY RA
    APPROVED
    Since 2022-05-11
  • FL RA
    APPROVED
    Since 2022-05-09
  • SC RA
    APPROVED
    Since 2018-06-06
  • NM RA
    APPROVED
    Since 2016-09-14

Branch Locations

205 Oser Ave, Hauppauge, NY 11788 • United States

301 West Bay Street Suite 1403, Jacksonville, FL 32202 • 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
Milestone Financial Services, Inc. Huntington NY 05/1999 Present
  • 05/1999 → Present
    Milestone Financial Services, Inc.
    Huntington, NY
Other Businesses

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.

Exams
CodeExamDate
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
  • 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

View on SEC IAPD

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