Donald Richard Miller

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 06/2024
  Scf Securities, Inc.
  Fresno, CA
• 05/2014 → 06/2024
  Scf Investment Advisors, Inc.
  Fresno, CA
• 07/2024 → Present
  Ifp Securities, Llc
  Tampa, FL
• 07/2024 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2014-05-16 → 2024-07-25
  Scf Investment Advisors, Inc.
  Fresno, CA
  Houston, TX
  San Diego, CA
  Houston, TX
  Holmes Beach, FL
• 2011-02-07 → 2014-05-19
  Oppenheimer & Co. Inc.
  Houston, TX
• 2004-10-15 → 2009-03-16
  Stanford Group Company
  Houston, TX
  Houston, TX
• 2003-07-01 → 2004-11-01
  Wells Fargo Clearing Services, Llc
  Houston, TX
• 1998-01-02 → 2003-07-01
  Prudential Equity Group, Llc
  Houston, TX

Other Businesses

(1) Peak Performance Brokerage Services, Inc. - investment related - 7979 E Tufts Ave., Suite 1050, Denver, Co 80237 - fixed insurance - agent - start date Sept. 6, 2022 - Sale of Long Term Care Insurance (2) Miller Wealth Partners, LLC - not investment related - 212 52nd St., Holmes Beach, FL 34217 - DBA - owner - start date May 1, 2014 - 168 hours/month - 25.6 hours/months during trading - Provides investment advice to my clients. (3) Villas of Holmes Beach - not investment related - 212 52nd St. Holmes Beach FL 34217 - Condominium Association - board member - start date April 18, 2025 - 5 hours/month - 2 hours during trading - Provide oversight to the property maintenance and budget issues. No compensation, or conflicts of interest with my current clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-05
• S63 Uniform Securities Agent State Law Examination
  1997-12-29

Designations

• Certified Financial Planner