Marques Dalon Miles

Employer firm

Alden Investment Group CRD 317077

$386M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 03/2018
  Us Air Force (Ok National Guard)
  Tulsa, OK
• 02/2016 → 11/2017
  Puritan Financial
  Dallas, TX
• 04/2018 → 03/2019
  Pioneer Financial Group
  Tulsa, OK
• 11/2017 → 10/2020
  Miles Innovative, Llc
  Coweta, OK
• 09/2019 → 04/2022
  Elevated Capital Advisors, Llc
  Sandy, UT
• 06/2019 → 09/2019
  Gradient Advisors
  Arden Hills, MN
• 04/2022 → 01/2024
  Brookstone Wealth Advisors
  Wheaton, IL
• 10/2020 → Present
  Pathways Retirement Advisors
  Plano, TX

Previous Registrations

• 2022-04-18 → 2023-12-31
  Brookstone Wealth Advisors, Llc
  Plano, TX
  Wheaton, IL
  Plano, TX
• 2019-09-09 → 2022-04-19
  Elevated Capital Advisors, Llc
  Allen, TX
  Tyler, TX
  Plano, TX
  Draper, UT
  Allen, TX
  Plano, TX
• 2019-05-28 → 2019-10-07
  Gradient Advisors, Llc
  Arden Hills, MN
  Tulsa, OK

Other Businesses

1.Pathways Retirement Advisors; Investment Related; 3900 American Dr, Ste 204 Plano, TX 75075; Insurance, Retirement and Investment Planning; Owner, Start date 10/2020

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-24

Other Names

• Miles Dalon Marques