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Milan Patrick Winters

Assuredpartners Investment Advisors

Wilmington, DE

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Current Employers
Assuredpartners Investment Advisors

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-18
DE RA APPROVED 2025-03-13
  • PA RA
    APPROVED
    Since 2025-03-18
  • DE RA
    APPROVED
    Since 2025-03-13

Branch Locations

501 Silverside Rd. Suite 117, Wilmington, DE 19809 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lighthouse Financial Wealth Management, Llc Wilmington DE 01/2011 04/2024
Independent Insurance Agent Wilmington DE 01/2011 Present
Assuredpartners Investment Advisors Llc Tampa FL 03/2024 Present
  • 01/2011 → 04/2024
    Lighthouse Financial Wealth Management, Llc
    Wilmington, DE
  • 01/2011 → Present
    Independent Insurance Agent
    Wilmington, DE
  • 03/2024 → Present
    Assuredpartners Investment Advisors Llc
    Tampa, FL
Previous Registrations
  • 2011-01-24 → 2024-04-17
    Lighthouse Financial
    Wilmington, DE
    Ft Meyers, FL
Other Businesses

MILAN WINTERS, INDEPENDENT INSURANCE AGENT; INSURANCE SALES AND SERVICES; WILMINGTON, DE; 01/2011.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-14
S63 Uniform Securities Agent State Law Examination 2006-05-03
  • S65 Uniform Investment Adviser Law Examination
    2011-01-14
  • S63 Uniform Securities Agent State Law Examination
    2006-05-03
Other Names
  • Milan Winters

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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