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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-05 |
| NE | RA | APPROVED | 2024-08-29 |
| MO | RA | APPROVED | 2024-04-09 |
| IA | RA | APPROVED | 2024-01-02 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
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 |
|---|---|---|---|---|
| Wray High School | Wray | CO | 01/2013 | 01/2018 |
| Northern Arizona University | Flagstaff | AZ | 01/2018 | 05/2021 |
| Pro-Ag | Wray | CO | 05/2019 | 08/2020 |
| Miller Financial Group | Red Oak | IA | 05/2021 | 12/2022 |
| Milestone Financial Group | Red Oak | IA | 01/2023 | Present |
1) Franco Farrier Company, LLC - 308 N. 15th St. Clarinda, IA 516332. Started 06/2023. Co-Owner. Husband is full time farrier, shoes & trims horses. Maintain the business books and run the marketing campaigns. Not Investment related. 10 hours per month devoted to business. 0 hours per month devoted during securities trading hours. 2) Milestone Financial Group - 610 Senate Ave Red Oak IA 51566. Start date 12/01/2023. Agent. Sell life, disability, health & LTC insurance. Providing support in presenting & processing applications and service requests. Investment related. 10 hours per month devoted to business. 0 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
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