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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
1611 W Centre Ave Suite 102, Portage, MI 49024 • United States
104 W Main St., Lowell, MI 49331 • United States
2610 Lakeshore Drive, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Wealth Management | St. Joseph | MI | 02/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2018 | 04/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1.NAME OF OTHER BUSINESS: MWM OPERATING LLC, DBA MILESTONE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WEALTH MANAGEMENT START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: 2. NAME OF OTHER BUSINESS: CENTRE REAL ESTATE ASSOCIATES, LLC INVESTMENT RELATED: NO ADDRESS: PORTAGE, MI NATURE OF BUSINESS: REAL ESTATE START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REAL ESTATE PARTNERSHIP
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-01 |
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