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Inactive

Garrett J. Climo

Milestone Financial Planning, LLC

Bedford, NH

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Current Employers
Milestone Financial Planning, Llc

3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-06-14
NH RA APPROVED 2023-06-10
  • MA RA
    APPROVED
    Since 2023-06-14
  • NH RA
    APPROVED
    Since 2023-06-10

Branch Locations

3 Executive Park Drive Suite 200, Bedford, NH 03110 • 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
Student Billerica MA 09/2012 05/2021
Climo Landscaping Billerica MA 05/2021 09/2022
Milestone Financial Planning Llc Bedford NH 10/2022 06/2024
Milestone Financial Planning Llc Bedford MA 06/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-09
  • S65 Uniform Investment Adviser Law Examination
    2023-06-09
Designations

View on SEC IAPD

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