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Kevin Michael Miller

Edward Jones

Portland, OR

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-13
OR RA APPROVED 2023-10-12
  • TX RA
    APPROVED_RES
    Since 2023-10-13
  • OR RA
    APPROVED
    Since 2023-10-12

Branch Locations

15220 Nw Laidlaw Road Suite 250, Portland, OR 97229-7716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab And Co., Inc. Portland OR 02/2000 03/2023
Edward Jones St Louis MO 04/2023 Present
  • 02/2000 → 03/2023
    Charles Schwab And Co., Inc.
    Portland, OR
  • 04/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
  • 2022-03-17 → 2023-04-13
    Charles Schwab & Co., Inc.
    Westlake, TX
    Beaverton, OR
  • 2004-11-05 → 2023-04-13
    Td Ameritrade Investment Management, Llc
    Portland, OR
    Portland, OR
  • 2006-06-13 → 2022-10-14
    Td Ameritrade, Inc.
    Portland, OR
    Portland, OR
  • 2005-05-19 → 2005-12-14
    Ameritrade Advisory Services Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-25
S63 Uniform Securities Agent State Law Examination 1999-08-11
  • S65 Uniform Investment Adviser Law Examination
    2004-08-25
  • S63 Uniform Securities Agent State Law Examination
    1999-08-11

View on SEC IAPD

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Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
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JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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