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Richard Lloyd Miller

Sunrise Planning & Advisory LLC

Redmond, WA

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Current Employers
Sunrise Planning & Advisory Llc

8201 164Th Ave Ne Ste 200, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-07-06
WA RA APPROVED 2020-01-24
  • OR RA
    APPROVED
    Since 2020-07-06
  • WA RA
    APPROVED
    Since 2020-01-24

Branch Locations

8201 164Th Ave Ne Ste 200, Redmond, WA 98052 • 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
Richard Miller Cpa Pllc Redmond WA 12/2014 Present
Sunrise Planning And Advisory Llc Redmond WA 12/2019 Present
  • 12/2014 → Present
    Richard Miller Cpa Pllc
    Redmond, WA
  • 12/2019 → Present
    Sunrise Planning And Advisory Llc
    Redmond, WA
Previous Registrations
  • 2007-09-29 → 2008-08-28
    Merriman, Llc
    Seattle, WA
Other Businesses

Richard Miller CPA PLLC 8201 164th Avenue NE, Suite 200 Redmond, WA 98052 Accounting and tax services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-27
  • S65 Uniform Investment Adviser Law Examination
    2007-09-27
Designations

View on SEC IAPD

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Other Offices

FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
J.P. MORGAN SECURITIES LLC · REDMOND, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA
KEY INVESTMENT SERVICES LLC · Redmond, WA
TRUVISTA ADVISORS LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
OSAIC WEALTH, INC. · REDMOND, WA

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