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Herbert Miller

Dpm Wealth Management, Inc.

Marietta, GA

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Current Employers
Dpm Wealth Management, Inc.

Marietta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-12-11
  • GA RA
    APPROVED
    Since 2013-12-11

Branch Locations

Marietta, GA • 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
Dpm Wealth Management Atlanta GA 01/1997 Present
  • 01/1997 → Present
    Dpm Wealth Management
    Atlanta, GA
Other Businesses

HEBERT MILLER, CPA-OWNER, 3399 PEACHTREE ROAD, SUITE 400 ATLANTA, GA 30326. NOT INVESTMENT RELATED. CPA TAX PRACTICE. 20-25 HOURS PER WEEK DURING TRADING HOURS. MILLER FINANCIAL, LLC. OWNER 2996 GRANDVIEW AVE. SUITE 300 ATLANTA, GA 30305. NOT INVESTMENT RELATED. MANAGEMENT CONSULTING FIRM. 10 HOURS PER WEEK MOST OF WHICH IS DURING TRADING HOURS. DPM WEALTH MANAGEMENT, INC. PRESIDENT. 2996 GRANDVIEW AVE. SUITE 300 ATLANTA, GA 30305. INVESTMENT RELATED AS A REGISTERED INVESTMENT ADVISOR. ABOUT 2 HOURS PER WEEK DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-13
S63 Uniform Securities Agent State Law Examination 1996-10-02
  • S65 Uniform Investment Adviser Law Examination
    2012-11-13
  • S63 Uniform Securities Agent State Law Examination
    1996-10-02

View on SEC IAPD

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