Miles Haberle Bresee

Current Employers

Employment History

• 01/2006 → 06/2017
  Ccf Investments, Inc.
  Greensboro, GA
• 06/2017 → 09/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 02/2016 → Present
  Old Stone House Financial Services, Llc
  Glendora, CA
• 02/2015 → 09/2019
  Capital Choice Financial Services
  Greensboro, GA
• 09/2019 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

1. Old Stone House Financial Services, LLC; same as branch; inv rel; establish a Limited Liability Company to legally separate my business activities (and liability) from personal assets (from liability); Owner; start date=02/2016; hrs/mo=160; trading hrs/mo=40; carry out my insurance business with approved products under the liability protection of an LLC * 2. Bresee Financial and Insurance Services; same as branch; inv rel; registered DBA established for the purpose of opening a business checking account to separate my personal finances from my business finances; Owner; start date=11/2010; hrs/mo=0; trading hrs/mo=0; insurance sales; same as branch; inv rel; Agent; start date=02/2015; hrs/mo=160; trading hrs/mo=40; insurance agent for insurance products with contracted vendors * 4. Rental Property; 12667 Stanwood Dr, Los Angeles CA 90066; non-inv rel; former single family residence kept as a rental property; Owner; start date=10/2007; hrs/mo=1; trading hrs/mo=0; engage the services of a property manager to interface with tenants, gardener, maintenance firm to maintain the property grounds 5. PASADENA SCOTTISH RITE POSITION: Treasurer NATURE: Pasadena Scottish Rite is a 501(c)(3) non profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2014 ADDRESS: 150 N. Madison Ave., Pasadena CA 91101, United States DESCRIPTION: Monitor cash flows, income and expenses, interface with outside Investment Manager and arrange for meetings with Scottish Rite management, develop and review semi and annual budgets with other members, participate in 5 Year plan development, present financial information to members at monthly meetings. 8. BRESEE FAMILY LIVING TRUST DTD 12/28/1993 POSITION: Trustee NATURE: Personal family estate and legacy legal documents INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/28/1993 ADDRESS: 1151 E. Foothill Blvd, Glendora CA 91741, United States DESCRIPTION: Family Trust established on December 28, 1993 for estate and legacy purposes. My wife and I are the Trustees 9. The treasurer at Grace Church is an oversight position for finances of the Church. Bill payment, data input to Church financial records provided by others. The treasurer meets monthly with the Vestry, and presents the final budget and financial statements to the congregation at the annual meeting. As part of the oversight role, ensures all mandated reports are filed in a timely manner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-06
• S63 Uniform Securities Agent State Law Examination
  2006-05-24