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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| FL | RA | APPROVED | 2020-08-17 |
| MO | RA | APPROVED | 2017-04-17 |
| CO | RA | APPROVED | 2016-11-02 |
| NE | RA | APPROVED | 2016-05-20 |
| IA | RA | APPROVED | 2016-05-13 |
Branch Locations
505 N. 3Rd St, Red Oak, IA 51566 • United States
6020 East Fulton, Ada, MI 49301 • USA
2111 South 67Th St., Suite 3000, Omaha, NE 68106 • United States
610 Senate Ave., Red Oak, IA 51566 • United States
101 N. Main St. #6, Oakland, IA 51560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Financial Group Inc | Red Oak | IA | 08/2015 | 01/2023 |
| Usa Financial Securities | Ada | MI | 05/2016 | Present |
| Milestone Financial Group | Red Oak | IA | 01/2023 | Present |
MILESTONE FINANCIAL GROUP, INC. - 610 SENATE AVE. RED OAK IA 51566. STARTED 01/2/2023. LEAD FINANCIAL ADVISOR. LIFE AND HEALTH INSURANCE. LICENSED AGENT FOR LIFE, HEALTH, DISABILITY AND FIXED ANNUITY INSURANCE SALES. INVESTMENT RELATED. 40 HOURS PER MONTH DEVOTED TO BUSINESS. 40 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-29 |
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