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1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-31 |
Branch Locations
1555 Broadway St, Detroit, MI 48226 • United States
3633 Inland Emplire Boulevard Suite 650, Ontario, CA 91764 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-25 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
26632 Towne Centre Dr. Suite 300, Foothill Ranch, CA 92610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miles Financial Group | Ontario | CA | 01/2015 | 01/2020 |
| Safeguard Investment Advisory Group, Llc | Corona | CA | 01/2020 | 01/2024 |
| Triad Wealth Partners | Lawrence | KS | 02/2025 | 07/2026 |
| Brookstone Wealth Advisors, Llc | Foothill Ranch | CA | 02/2024 | 07/2025 |
| Signal Advisors Wealth, Llc | Detroit | MI | 07/2026 | Present |
| Miles Financial Group | Ontario | CA | 01/2024 | Present |
Miles Financial Group; Investment-related: Yes; Address: Ontario, CA 92610; Nature of business: Independent Insurance Producer; Position/Title: Owner/Producer; Start date: January 2015; the approximate number of hours/month you devote to the other business: 30 hours per week, 15 hours per week during securities trading hours; Duties related to other business: Sales and service of life insurance products and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
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