Calen K. Cummins

Current Employers

Milestone Asset Management, Llc

8160 Perry Highway, Pittsburgh, PA 15237 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-06-04

PA RA
APPROVED

Since 2024-06-04

Branch Locations

8160 Perry Highway, Pittsburgh, PA 15237 • 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

Organization	City	State	From	To
Milestone Asset Management, Llc	Pittsburgh	PA	01/2024	Present
Cummins And Perry Products	Cranberry Twp	PA	11/2020	01/2024
Westminster College	New Wilmington	PA	08/2019	05/2023
Hampton Highschool	Allison Park	PA	08/2015	06/2019

01/2024 → Present

Milestone Asset Management, Llc

Pittsburgh, PA
11/2020 → 01/2024

Cummins And Perry Products

Cranberry Twp, PA
08/2019 → 05/2023

Westminster College

New Wilmington, PA
08/2015 → 06/2019

Hampton Highschool

Allison Park, PA

Other Businesses

1.) Independent Insurance Agent; Investment Related; Pittsburgh, PA; Accident and Health, Life and Fixed Annuities; Approx. 5 hours/month with all hours devoted during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-04

S65 Uniform Investment Adviser Law Examination

2024-06-04

View on SEC IAPD

Current Employers

Milestone Asset Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews