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3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-06-07 |
Branch Locations
7B Emery Lane, Stratham, NH 03885 • United States
3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
433 Us 1 Unit 205, York, ME 03909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Financial Planning Llc | Stratham | NH | 05/2023 | 01/2026 |
| Td Bank, N.A. | Yarmouth | ME | 02/2022 | 03/2023 |
| Dick's Sporting Goods Inc. | Topsham | ME | 01/2019 | 02/2022 |
| Shaw's Supermarkets, Inc. | Freeport | ME | 01/2017 | 07/2018 |
| University Of Southern Maine | Portland | ME | 08/2019 | 06/2023 |
| Full Time Student | Durham | ME | 08/2012 | 08/2019 |
| Milestone Financial Planning Llc | Stratham | NH | 01/2026 | Present |
EVAN MARQUIS WORKS AS A TAX PREPARER AT JENNIFER L. CLIMO CPA PC. MR. MARQUIS ASSISTS IN PREPARING TAX RETURNS FOR INDIVIDUALS AND TRUSTS. ROUGHLY 10 HOURS PER MONTH OF MR. MARQUIS'S TIME IS SPENT TOWARDS THIS BUSINESS. MR. MARQUIS DOES NOT RECEIVE COMPENSATION FOR THIS WORK. THIS BUSINESS IS NOT INVESTMENT-RELATED. THIS BUSINESS IS LOCATED AT 68 SANDSTONE DRIVE, BEDFORD, NH 03110.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-18 |
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