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Heather Ann Proctor

Milestones Private Investment Advisors LLC

Fairport, NY

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Current Employers
Milestones Private Investment Advisors Llc

375 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-09
TX RA APPROVED_RES 2019-03-18
  • NY RA
    APPROVED
    Since 2021-02-09
  • TX RA
    APPROVED_RES
    Since 2019-03-18

Branch Locations

375 Woodcliff Drive, Fairport, NY 14450 • 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
Wells Fargo Advisors Llc Pittsford NY 05/2009 11/2016
Wells Fargo Clearing Services, Llc Pittsford NY 11/2016 08/2017
Milestones Private Investment Advisors Llc Fairport NY 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-09
S63 Uniform Securities Agent State Law Examination 1993-03-16
  • S65 Uniform Investment Adviser Law Examination
    2009-11-09
  • S63 Uniform Securities Agent State Law Examination
    1993-03-16
Other Names
  • Heather Ann Proctor
  • Heather Proctor White
  • Heather Proctor White

View on SEC IAPD

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Other Offices

MANNING & NAPIER ADVISORS, LLC · FAIRPORT, NY
CETERA INVESTMENT ADVISERS LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
COMMONWEALTH FINANCIAL NETWORK · Fairport, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · FAIRPORT, NY
LPL FINANCIAL LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY

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