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RIA / WealthAdvisor11 years in industry

Patrick B. Miles

Advisor at SIGNAL ADVISORS WEALTH, LLC

DETROIT, MI | ONTARIO, CA

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Search this name across graphsid dfx:ria:555d7ff7-d7d1-8ace-666c-576e73f3e6f9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Apr 8, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SIGNAL ADVISORS WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Mar 16, 2020
First registration: Apr 8, 2020
Dual registered: no
IAPD individual key: 7248070

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SIGNAL ADVISORS WEALTH, LLC	Independent wealth	Jul 31, 2026	n/a	yes	DETROIT, MI\|ONTARIO, CA	Current employment
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Feb 25, 2025	Sep 1, 2026	no	LAWRENCE, KS\|Foothill Ranch, CA	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Feb 6, 2024	Jul 1, 2025	no	Foothill Ranch, CA\|WHEATON, IL	Previous registration
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC	Independent wealth	Apr 8, 2020	Jan 2, 2024	no	CORONA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIAD WEALTH PARTNERS, LLC	SIGNAL ADVISORS WEALTH, LLC	Sep 1, 2026	Jul 31, 2026	-32	Firm change after gap	RIA to RIA
BROOKSTONE WEALTH ADVISORS, LLC	TRIAD WEALTH PARTNERS, LLC	Jul 1, 2025	Feb 25, 2025	-126	Firm change after gap	Other
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Jan 2, 2024	Feb 6, 2024	35	Firm change	Other

Relationships

Registered with (4)

→ SIGNAL ADVISORS WEALTH, LLCRegistered adviserregistration: current employment
Jul 31, 2026 to presentfactForm ADV
→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 25, 2025 to Sep 1, 2026factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 6, 2024 to Jul 1, 2025factForm ADV
→ SAFEGUARD INVESTMENT ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 8, 2020 to Jan 2, 2024factForm ADV

Dated events

Occurred
Sep 1, 2026
Advisor changed firm
Patrick B. Miles left Triad Wealth Partners, Llc for Signal Advisors Wealth, Llc (registered 2026-07-31)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2025
Advisor changed firm
Patrick B. Miles left Brookstone Wealth Advisors, Llc for Triad Wealth Partners, Llc (registered 2025-02-25)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2024
Advisor changed firm
Patrick B. Miles left Safeguard Investment Advisory Group, Llc for Brookstone Wealth Advisors, Llc (registered 2024-02-06)
Form ADVobserved 6 days ago