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Michael David Miller

Principia Wealth Advisory, LLC

Dallas, TX

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Current Employers
Principia Wealth Advisory, Llc

13355 Noel Rd. Ste 1100, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-04
  • TX RA
    APPROVED
    Since 2020-01-04

Branch Locations

13355 Noel Rd. Ste 1100, Dallas, TX 75240 • 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
True North Advisors, Llc Dallas TX 12/2014 12/2019
Principia Wealth Advisory, Llc Dallas TX 01/2020 Present
Previous Registrations
  • 2017-08-23 → 2020-01-03
    True North Advisors, Llc
    Dallas, TX
  • 2014-12-12 → 2016-12-31
    True North Advisors, Llc
    Dallas, TX
  • 2006-03-21 → 2014-12-12
    Wfg Advisors, Lp
    Dallas, TX
  • 2003-02-26 → 2006-03-21
    Mdm Capital Advisors, Llc
    Dallas, TX
  • 2002-06-11 → 2002-12-31
    Mdm Capital Advisors, Llc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-30
  • S65 Uniform Investment Adviser Law Examination
    2001-11-30
Other Names
  • Mike Miller

View on SEC IAPD

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