Inactive

Kim Maureen Miller

Viewpoint Advisory, LLC

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Current Employers

Viewpoint Advisory, Llc

Meridian, ID • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2023-06-20
TX	RA	APPROVED	2020-10-20
WA	RA	APPROVED	2019-10-15

ID RA
APPROVED

Since 2023-06-20
TX RA
APPROVED

Since 2020-10-20
WA RA
APPROVED

Since 2019-10-15

Branch Locations

Meridian, ID • 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

Organization	City	State	From	To
Vestory, Llc	Bellevue	WA	10/2013	10/2019
Kim Miller Dba Ideatrac	Bothel	WA	01/2003	12/2018
Viewpoint Advisory, Llc	Meridian	ID	10/2019	Present

10/2013 → 10/2019

Vestory, Llc

Bellevue, WA
01/2003 → 12/2018

Kim Miller Dba Ideatrac

Bothel, WA
10/2019 → Present

Viewpoint Advisory, Llc

Meridian, ID

Previous Registrations

2015-10-14 → 2019-11-26

Vestory, Llc

Bellevue, WA
2013-10-30 → 2015-08-03

Vestory, Llc

Bellevue, WA

Bellevue, WA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-07-27
S65	Uniform Investment Adviser Law Examination	2013-05-22

S63 Uniform Securities Agent State Law Examination

2013-07-27
S65 Uniform Investment Adviser Law Examination

2013-05-22

View on SEC IAPD

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