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61 Maple Avenue, Canton, CT 06019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| HI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
61 Maple Avenue, Canton, CT 06019 • United States
116 Hualalai Street Suite 201 A, Hilo, HI 96720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Change Path, Llc | Leawood | KS | 05/2017 | 08/2017 |
| Claraphi Advisory Network, Llc | Hilo | HI | 08/2017 | 03/2018 |
| Milestone Coach Advisory Services, Llc | Hilo | HI | 08/2015 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 03/2018 | 02/2022 |
| Milestone Wealth Management | Hilo | HI | 08/2015 | Present |
| Portsmouth-Smartlife Financial Group, Llc | Atlanta | GA | 02/2022 | 09/2024 |
| Fiscal Wisdom Wealth Management, Llc | Canton | CT | 09/2024 | Present |
1.) MILESTONE WEALTH MANAGEMENT; YES INVESTMENT-RELATED; 116 HUALALAI ST., SUITE 201A, HILO, HI 96720; INSURANCE SALES; WEALTH MANAGER; START DATE 8/2015; APPROX 160 HRS/MONTH; APPROX 144 HRS/MONTH DURING TRADING: INSURANCE SALES AND SERVICES. 2.) MILESTONE COACH ADVISORY SERVICES, LLC; YES INVESTMENT-RELATED; 116 HUALALAI ST., SUITE 201A, HILO, HI 96720; BUSINESS PLANNING AND INSURANCE SALES; EXECUTIVE DIRECTOR; 8/2015; 144; 144: BUSINESS PLANNING AND INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-15 |
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