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8160 Perry Highway, Pittsburgh, PA 15237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Asset Management, Llc | Kokomo | IN | 06/2024 | Present |
| University Of Tampa | Tampa | FL | 08/2023 | 06/2024 |
| Milestone Asset Management, Llc | Kokomo | IN | 05/2023 | 08/2023 |
| University Of Tampa | Tampa | FL | 08/2022 | 05/2023 |
| Milestone Asset Management, Llc | Kokomo | IN | 05/2022 | 08/2022 |
| University Of Tampa | Tampa | FL | 08/2021 | 05/2022 |
| Crooked Stick Golf Club | Carmel | IN | 05/2021 | 08/2021 |
| University Of Tampa | Tampa | FL | 08/2020 | 05/2021 |
| Jansen's Asphalt Company | Kokomo | IN | 03/2020 | 08/2020 |
| Western High School | Russiaville | IN | 08/2017 | 03/2020 |
| Western Middle School | Russiaville | IN | 08/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-18 |
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