Patrick B. Miles

TRIAD WEALTH PARTNERS

Foothill Ranch, CA 92610

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CRD#: 7248070

Professional summary

Patrick B. Miles is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Foothill Ranch, California and SIGNAL ADVISORS WEALTH, LLC located in Ontario, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Miles Financial Group; Investment-related: Yes; Address: Ontario, CA 92610; Nature of business: Independent Insurance Producer; Position/Title: Owner/Producer; Start date: January 2015; the approximate number of hours/month you devote to the other business: 30 hours per week, 15 hours per week during securities trading hours; Duties related to other business: Sales and service of life insurance products and annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick B. Miles's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 25, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 26632 Towen Centre Dr. Suite 300, Foothill Ranch, CA 92610

RIA

CRD#: 326523

Foothill Ranch, CA

Current

July 31, 2026 - Present

SIGNAL ADVISORS WEALTH, LLC

Office #1: 3633 Inland Emplire Boulevard Suite 650, Ontario, CA 91764

RIA

CRD#: 301086

ONTARIO, CA

Past

February 6, 2024 - July 1, 2025

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Foothill Ranch, CA

Past

April 8, 2020 - January 2, 2024

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

RIA

CRD#: 146132

CORONA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086 / SEC#: 801-127017

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/2020

Uniform Investment Adviser Law Examination

Current Firm

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086 / SEC#: 801-127017

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

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Contact information

Main Address

1555 Broadway St, Detroit, MI 48226

Mailing Address

Phone number

+1 (866) 774-4625

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNAL ADVISORS WRAP FEE BROCHURE (10/1/2025)

ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,250
AUM (Assets Under Management)	$ 1,352,814,108

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick B. Miles

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick B. Miles's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD WEALTH PARTNERS, LLC

SIGNAL ADVISORS WEALTH, LLC

BROOKSTONE WEALTH ADVISORS, LLC

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

Primary Firm SEC Registration

SIGNAL ADVISORS WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2020

Current Firm

SIGNAL ADVISORS WEALTH, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNAL ADVISORS WEALTH, LLC

TRUST BUT VERIFY

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