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109 Vip Drive, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-25 |
| PA | RA | APPROVED | 2011-01-31 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greg Miller & Associates | Allison Park | PA | 04/2002 | Present |
| Guardian Capital, Llc | Wexford | PA | 12/2010 | Present |
1) GREG MILLER & ASSOCIATES. PARTNER - ESTATE PLANNING SERVICES AND INSURANCE PRODUCTS SUCH AS LIFE AND FIXED ANNUITIES. APPROX. CONSULT WITH CLIENTS ON ESTATE PLANNING. 50-80 HOURS/MONTH. 2) SPORTSCLIPS; FRANCHISE OWNER; PA; JANUARY 2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-21 |
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