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Heidi Lee Miller

Daybright Advisory Services, Inc.

Miami, FL

Miami, FL

Ingham Retirement Group

Miami, FL

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Current Employers
Daybright Advisory Services, Inc.

9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-04
  • FL RA
    APPROVED
    Since 2025-08-04

Branch Locations

9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States

9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States

Ingham Retirement Group

9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2005-12-19
  • FL RA
    APPROVED
    Since 2005-12-19

Branch Locations

9155 S. Dadeland Blvd. Suite 1512, Miami, FL 33176 • 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
Ingham Group Miami FL 04/1994 Present
Trpc Advisory Services, Inc. Nashville FL 07/2025 Present
  • 04/1994 → Present
    Ingham Group
    Miami, FL
  • 07/2025 → Present
    Trpc Advisory Services, Inc.
    Nashville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-06
  • S65 Uniform Investment Adviser Law Examination
    2005-07-06
Other Names
  • Heidi Lee Serbesoff

View on SEC IAPD

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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
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