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Terrie Frances Austin

Milestone Wealth Strategies

Columbus, OH

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Current Employers
Milestone Wealth Strategies

620 East Broad Street - Suite J, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-03-23
  • OH RA
    APPROVED
    Since 2020-03-23

Branch Locations

620 East Broad Street - Suite J, Columbus, OH 43215 • 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
Fifth Third Securities, Inc. Cincinnati OH 08/2013 10/2017
Lpl Financial, Llc Powell OH 10/2017 Present
Stratos Wealth Partners, Ltd Powell OH 10/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-17
S65 Uniform Investment Adviser Law Examination 1999-07-01
S63 Uniform Securities Agent State Law Examination 1993-09-03
  • S66 Uniform Combined State Law Examination
    2008-03-17
  • S65 Uniform Investment Adviser Law Examination
    1999-07-01
  • S63 Uniform Securities Agent State Law Examination
    1993-09-03
Designations
Other Names
  • Terri Frances Austin
  • Terrie Austin Nichter
  • Terrie Austin
  • Terri Austin-Smith
  • Terri Nichter

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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