Milestone Wealth Management, LLC
North Carolina
Registered In
03/26/2019
Incorp. Date
Company Summary
Milestone Wealth Management, LLC at 2815 S Church St, Burlington, Nc 27215 lists Erin Lynch Cockman of Burlington, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Cockman, Erin L.
Registered Agent
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2815 S CHURCH ST, BURLINGTON, NC 27215
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Erin Lynch Cockman
President
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2815 S CHURCH ST, BURLINGTON, NC 27215
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2815 S CHURCH ST, BURLINGTON, NC 27215
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Financial Information for Milestone Wealth Management, LLC
Form 5500
MILESTONE WEALTH MANAGEMENT, LLC
2815 S Church St, Burlington, Nc 27215 (336) 693-8331 EIN:83-3918837 Plan Admin:Milestone Wealth Management, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMILESTONE WEALTH MANAGEMENT, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$106,108 / $145,738 | 2022 | MILESTONE WEALTH MANAGEMENT, LLC 401(K) P/S PLAN - Plan #001 | 6 / 5 | $106,108 / $145,738 |
| 2021 | Plan NameMILESTONE WEALTH MANAGEMENT, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 6 Assets BOY/EOY$41,334 / $106,108 | 2021 | MILESTONE WEALTH MANAGEMENT, LLC 401(K) P/S PLAN - Plan #001 | 3 / 6 | $41,334 / $106,108 |
Benefit & Retirement Plans based on Form 5500.
Address Match:2815 S Church St Burlington, NC
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Related Business Names:
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Milestone Wealth Management, LLC
Registered in New Jersey
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View Report | ||
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Milestone Private Wealth Management, LLC
Registered in California
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Aliso Viejo, CA Ventura, CA | View Report | |
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Milestone Wealth Management, LLC
Registered in North Carolina
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Raleigh, NC | View Report | |
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Milestone Wealth Management, LLC
Registered in Florida
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Miami, FL | View Report |
Person/City Match:Cockman Erin L - Burlington, NC
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Chapel Hill BB, LLC
Registered in Florida
|
Boynton Beach, FL Burlington, NC | View Report |
The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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