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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-11-13 |
| FL | RA | APPROVED | 2023-07-24 |
| AZ | RA | APPROVED | 2022-10-13 |
| CA | RA | APPROVED | 2022-05-05 |
| CO | RA | APPROVED | 2022-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | New Castle | PA | 04/2015 | 10/2020 |
| Mml Investors Services | New Castle | PA | 04/2015 | 12/2016 |
| Wcg Wealth Advisors, Llc | New Castle | CA | 12/2016 | 10/2020 |
| Treloar & Heisel Wealth Management | New Castle | PA | 04/2015 | 09/2020 |
| T&H Wealth Management, Llc | New Castle | PA | 01/2017 | 10/2020 |
| Guardian Life Insurance Company | Scottsdale | AZ | 11/2020 | 09/2021 |
| Park Avenue Securities | Scottsdale | AZ | 10/2020 | 01/2021 |
| Park Avenue Investment Advisory Llc | Scottsdale | AZ | 01/2021 | 09/2021 |
| Iliad Wealth Solutions Llc | Scottsdale | AZ | 11/2021 | Present |
| Iliad Health Solutions, Llc | Phoenix | AZ | 08/2021 | 02/2024 |
| Iliad Protection Solutions, Llc | Phoenix | AZ | 10/2021 | Present |
| Westpac Wealth Partners | Scottsdale | AZ | 10/2020 | 09/2021 |
| The Wealth Consulting Group/Lpl Financial, Llc | New Castle | PA | 12/2016 | 10/2020 |
(1) Iliad Protection Solutions, investment- related, same address as Iliad Wealth Solutions, Josh is the owner and acts as an agent selling life, disability and long term care insurance, 10/2021, approximately 5 hours per month during trading hours to this activity. (2) Mr. Miller is Chief Executive Officer of JCM Private Holdings, a personal private holding company. JCM Private holdings does not have any client affiliation. (3) Career Agent & Insurance Agent with MassMutual; paid commissions for sale of insurance policies. Not investment related. Spends approximately 5 hours a month on this business, of which 3 are during trading hours. (4) Independent Insurance agent (life, disability and long term care) with MassMutual; paid commissions for sale of insurance policies. Not investment related. Spends approximately 5 hours a month on this business, of which 3 are during trading hours. (5) Alpha Omega Energy; Owned by JCM Private Holdings; Shell company, no active role/duty; Josh Miller is the owner of this entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-19 |
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