Patrick B. Miles is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with TRIAD WEALTH PARTNERS, LLC, SIGNAL ADVISORS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIGNAL ADVISORS WEALTH, LLC | 2026-07-31 | present | Yes |
| TRIAD WEALTH PARTNERS, LLC | 2025-02-25 | present | Yes |
| BROOKSTONE WEALTH ADVISORS, LLC | 2024-02-06 | 2025-07-01 | — |
| SAFEGUARD INVESTMENT ADVISORY GROUP, LLC | 2020-04-08 | 2024-01-02 | — |