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EB

Easton B. Blake

Some features on this profile are disabled
CRD#: 1560816
EB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Easton Burns Blake was a registered financial professional .

Easton is a previously registered financial professional and started their career in finance in 1986. Easton had worked at 14 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 15, 1999 - April 3, 2001

MILESTONE GROUP MANAGEMENT LLC

BD
CRD#: 44486
LAKE SUCCESS, NY
Past

March 11, 1996 - June 12, 1998

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

March 7, 1994 - July 29, 1996

TUSCANY EQUITY MANAGEMENT CORPORATI0N

BD
CRD#: 20016
DEERFIELD BEACH, FL
Past

March 17, 1993 - December 17, 1993

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

January 18, 1993 - March 8, 1993

ISLAND SECURITIES, INC.

BD
CRD#: 6810
Past

October 5, 1992 - February 10, 1993

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

July 23, 1991 - September 2, 1992

CASTLE SECURITIES CORP.

BD
CRD#: 16077
FREEPORT, NY
Past

December 3, 1990 - April 19, 1991

J. GREGORY & COMPANY, INC.

BD
CRD#: 14892
Past

September 5, 1990 - December 7, 1990

GLOBAL CAPITAL SECURITIES, INC.

BD
CRD#: 13358
Past

October 24, 1989 - September 6, 1990

KOCHCAPITAL

BD
CRD#: 21038
Past

July 24, 1989 - October 21, 1989

SOUTH RICHMOND SECURITIES, INC.

BD
CRD#: 14913
Past

April 25, 1989 - August 5, 1989

ESCALATOR SECURITIES, INC.

BD
CRD#: 16985
Past

March 6, 1989 - April 12, 1989

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
Past

December 23, 1986 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/10/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/1986
General Securities Representative Examination

Current Firm

MG
MILESTONE GROUP MANAGEMENT LLC
MILESTONE GROUP MANAGEMENT LLC

CRD#: 44486 / SEC#: , 8-50707

BD
Terminated by SEC on 07/18/2005
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Contact information

Main Address
Mailing Address
Phone number
Established
New York since 08/04/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
MILESTONE HOLDINGS, LLCMEMBER
MITCHELL, VINCENT MICHAELMEMBER2218939
CASELLA, PAUL JUDECHIEF COMPLIANCE OFFICER2461957
CASELLA, PAUL JUDEMANAGER2461957
EHRENSTEIN, PAUL SAMUELSROP, CROP76229
EHRENSTEIN, PAUL SAMUELFIN OP76229

Disclosures

Regulatory Event2
Arbitration2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MILESTONE GROUP MANAGEMENT LLC

CRD#: 44486

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