0001639977-20-000001.txt : 20200402
0001639977-20-000001.hdr.sgml : 20200402
20200401181458
ACCESSION NUMBER: 0001639977-20-000001
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06c
FILED AS OF DATE: 20200402
DATE AS OF CHANGE: 20200401
EFFECTIVENESS DATE: 20200402
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Milestone Financial, LLC
CENTRAL INDEX KEY: 0001639977
IRS NUMBER: 000000000
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-238328
FILM NUMBER: 20766774
BUSINESS ADDRESS:
STREET 1: 4970 EL CAMINO REAL
STREET 2: SUITE 230
CITY: LOS ALTOS
STATE: CA
ZIP: 94022
BUSINESS PHONE: 603-719-4786
MAIL ADDRESS:
STREET 1: 4970 EL CAMINO REAL
STREET 2: SUITE 230
CITY: LOS ALTOS
STATE: CA
ZIP: 94022
FORMER COMPANY:
FORMER CONFORMED NAME: Milestone Financial, Inc.
DATE OF NAME CHANGE: 20170313
FORMER COMPANY:
FORMER CONFORMED NAME: Milestone Financial, LLC
DATE OF NAME CHANGE: 20150420
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0001639977
Milestone Financial, LLC
4970 EL CAMINO REAL
SUITE 230
LOS ALTOS
CA
CALIFORNIA
94022
603-719-4786
CALIFORNIA
Milestone Financial, Inc.
Milestone Financial, LLC
Corporation
true
William
R
Stuart
4970 El Camino Real
Suite 230
Los Altos
CA
CALIFORNIA
94022
Executive Officer
Pooled Investment Fund
Private Equity Fund
false
$1,000,001 - $5,000,000
- 06c
true
0001639977-19-000002
2015-04-20
true
true
true
true
false
50000
Indefinite
24333410
Indefinite
false
65
0
0
0
false
Milestone Financial, LLC
William R. Stuart
William R. Stuart
Pres. of Mgr.
2020-04-01