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1090 Union Road Suite 230, Buffalo, NY 14224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-12 |
Branch Locations
1090 Union Road Suite 230, Buffalo, NY 14224 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Amherst | NY | 12/2008 | Present |
| Mml Investors Services | Amherst | NY | 06/2009 | Present |
| Invictus Advisory Services | Buffalo | NY | 06/2021 | Present |
NAME: MILESTONE CONSULTING, LLC INV REL: N ADD: 737 MAIN STREET, BUFFALO NY 14203 NATURE: OTHER POSITION: EMPLOYEE START DATE: 06/01/2013 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160 DESCRIBE DUTIES: CONSULTING SERVICES ASSISTING ATTORNEYS AND PLAINTIFFS TO ENSURE PROPER RECEIPT OF SETTLEMENT FUNDS. WE FOCUS ON SETTLEMENT PRESERVATION AND COORDINATION, ECONOMIC ANALYSIS PRE-SETTLEMENT, PROTECTION OF GOVERNMENT BENEFITS, TRUST SERVICES, AND ASSET PRESERVATION. NOT INVESTMENT RELATED, WILL NOT ACT A REGISTERED REP IN ANY CAPACITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-22 |
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