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Adam L. Vila

Milestone Wealth Management & Insurance, LLC

Honolulu, HI

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Current Employers
Milestone Wealth Management & Insurance, Llc

Honolulu, HI • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-04-30
  • HI RA
    APPROVED
    Since 2025-04-30

Branch Locations

Honolulu, HI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 03/2014 08/2021
Milestone Financial Services, Llc Honolulu HI 03/2014 12/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2014 11/2021
Milestone Wealth Management & Insurance, Llc Honolulu HI 01/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-18
S66 Uniform Combined State Law Examination 2009-12-16
  • S65 Uniform Investment Adviser Law Examination
    2025-04-18
  • S66 Uniform Combined State Law Examination
    2009-12-16
Designations
Other Names
  • Adam Lee Vila

View on SEC IAPD

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