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1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-22 |
Branch Locations
1555 Broadway St, Detroit, MI 48226 • United States
3633 Inland Empire Boulevard Suite 650 , Ontario , CA 91764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifepro Asset Management, Llc | San Diego | CA | 08/2019 | 02/2025 |
| Milestone Financial & Insurance Services | Ontario | CA | 03/2014 | Present |
| Simplicity Wealth | Summit | NJ | 02/2025 | 01/2026 |
| Signal Advisors Wealth, Llc | Detroit | MI | 07/2026 | Present |
| Miles Financial Group | Ontario | CA | 04/2014 | Present |
(1) Insurance sales, including fixed index annuities, conducted individually and/or through MILES Financial Group and/or Milestone Financial & Insurance Services, Inc.; Investment-Related; 3400 Inland Emnpire Blvd, Suite 101, Ontario, CA 91764; Insurance; Partner/Co-Founder; 06/2008; 160 Hours Dedicated Per Month, of Which 120 During Trading Hours; Insurance Agent.
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