Cole Wolkner

302 West Main Street Suite 206, Avon, CT 06001 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-02-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Nylife Securities Llc	Johnston	RI	09/2025	01/2026
New York Life Insurance Company	Johnston	RI	07/2025	01/2026
Hope & Main	Warren	RI	09/2024	05/2025
Roger Williams University	Bristol	RI	06/2023	08/2024
Cliftonlarsonallen Llp	Cranston	RI	01/2023	04/2023
Roger Williams University	Bristol	RI	09/2021	01/2023
Farmington Miniature Golf And Ice Cream Parlor	Farmington	CT	05/2021	08/2022
Roger Williams University	Bristol	RI	09/2020	02/2021
Roger Williams University	Bristol	RI	09/2019	03/2020
Brookdale Senior Living Community	Farmington	CT	08/2018	08/2019
Farmington Youth Little League Baseball	Farmington	CT	07/2015	07/2018
Student	Bristol	CT	08/2019	05/2023
Farmington High School	Farmington	CT	08/2015	06/2019
Milestone Asset Management Group, Llc	Avon	CT	12/2025	Present

09/2025 → 01/2026

Nylife Securities Llc

Johnston, RI
07/2025 → 01/2026

New York Life Insurance Company

Johnston, RI
09/2024 → 05/2025

Hope & Main

Warren, RI
06/2023 → 08/2024

Roger Williams University

Bristol, RI
01/2023 → 04/2023

Cliftonlarsonallen Llp

Cranston, RI
09/2021 → 01/2023

Roger Williams University

Bristol, RI
05/2021 → 08/2022

Farmington Miniature Golf And Ice Cream Parlor

Farmington, CT
09/2020 → 02/2021

Roger Williams University

Bristol, RI
09/2019 → 03/2020

Roger Williams University

Bristol, RI
08/2018 → 08/2019

Brookdale Senior Living Community

Farmington, CT
07/2015 → 07/2018

Farmington Youth Little League Baseball

Farmington, CT
08/2019 → 05/2023

Student

Bristol, CT
08/2015 → 06/2019

Farmington High School

Farmington, CT
12/2025 → Present

Milestone Asset Management Group, Llc

Avon, CT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-14
S63	Uniform Securities Agent State Law Examination	2025-10-11

Other Firms