Toshie Miura

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2010 → 10/2017
  Principal Life Ins Co
  Lombard, IL
• 08/2010 → 10/2017
  Princor Financial Services Corp
  Lombard, IL
• 10/2017 → 02/2023
  Pruco Securities, Llc.
  Lake Oswego, OR
• 10/2017 → 02/2023
  Prudential Insurance Company Of America
  Lake Oswego, OR
• 02/2023 → 12/2025
  Equitable Advisors Llc
  New York, NY
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2023 → Present
  Evolving Business Leadership
  Lake Oswego, OR
• 02/2019 → Present
  Ren Toshie Miura - Life & Business Coach And Consultant
  Lake Oswego, OR
• 05/2009 → Present
  Ren Toshie Miura- Translation And Interpretation Between English
  Lake Oswego, OR

Previous Registrations

• 2023-02-07 → 2026-01-30
  Equitable Advisors, Llc
  Lake Oswego, OR
  Bellevue, WA
  Lake Oswego, OR
  Portland, OR
  Portland, OR
• 2017-10-20 → 2023-02-24
  Pruco Securities, Llc.
  Downers Grove, IL
  Lake Oswego, OR
• 2010-08-16 → 2017-10-13
  Principal Securities, Inc.
  Downers Grove, IL
• 2009-10-15 → 2010-08-11
  Uhlmann Investment Management, L.L.C.
  Skokie, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2017; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: EVOLVING BUSINESS LEADERSHIP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENHANCE WELLBEING OF INDIVIDUALS AND BUSINESSES; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: TO OFFER SELF-DEVELOPMENT SEMINARS, COACHING AND CONSULTING FOR INDIVIDUALS AND BUSINESSES. TO INTERPRET, TRANSLATE BETWEEN JAPANESE AND ENGLISH. TO PUBLISH AND SELL SELF-DEVELOPMENT RELATED BOOKS. 3. NAME OF OTHER BUSINESS: EVOLVING WEALTH FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: TO OFFER AND MANAGE FINANCIAL PRODUCTS AND SERVE CLIENTS; 4. NAME OF OTHER BUSINESS: REN TOSHIE MIURA - LIFE & BUSINESS COACH AND CONSULTANT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COACHING AND CONSULTING / PROMOTE BETTER WELLBEING AND INCREASE PRODUCTIVITY; START DATE: 02/2019; POSITION/TITLE/RELATIONSHIP: LIFE & BUSINESS COACH AND CONSULTANT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: COACH PEOPLE TO HAVE POSITIVE MINDSET IN THE PERSONAL AND BUSINESS SETTINGS; 5. NAME OF OTHER BUSINESS: REN TOSHIE MIURA - TRANSLATION AND INTERPRETATION BETWEEN ENGLISH AND JAPANESE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TRANSLATION AND INTERPRETATION BETWEEN ENGLISH AND JAPANESE; START DATE: 05/2009; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: TRANSLATION AND INTERPRETATION BETWEEN ENGLISH AND JAPANESE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-20
• S63 Uniform Securities Agent State Law Examination
  2003-10-06

Designations

• Certified Financial Planner

Other Names

• Ren Toshie Miura
• Ren Miura