Henry Milton Ford

LifeSteps Financial, Inc. (LifeSteps) is an independent, SEC-registered investment advisor headquartered in Claremont, California. The firm was founded by Henry Ford in 2009 as Foothill Financial Advisors, Inc. LifeSteps provides integrated financial planning, financial asset and investment management and family office services to individuals and multi-generational families, business owners and entrepreneurs, professionals and executives, and privately-held businesses.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets