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3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-03 |
| NH | RA | APPROVED | 2023-10-20 |
Branch Locations
3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Hudson | NH | 08/2013 | 06/2019 |
| Full Time College Student | Duram | NH | 09/2019 | 05/2023 |
| Unemployed | Hudson | NH | 05/2023 | 09/2023 |
| Milestone Financial Planning, Llc | Bedford | NH | 10/2023 | Present |
KATHRYN WIGGINS WORKS AS A TAX PREPARER AT JENNIFER L. CLIMO CPA PC. MRS. WIGGINS ASSISTS IN PREPARING TAX RETURNS FOR INDIVIDUALS AND TRUSTS. ROUGHLY 10 HOURS PER MONTH OF MRS. WIGGINS'S TIME IS SPENT TOWARDS THIS BUSINESS. MRS. WIGGINS 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 | 2023-10-20 |
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