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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| KY | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| ID | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NH | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
123 Hodencamp Rd; Ste 204, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Thousand Oaks | CA | 08/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Simi Valley | CA | 03/2012 | 07/2021 |
| Thomas Miller | Thousands Oaks | CA | 04/2012 | 07/2021 |
| John T Miller | Simi Valley | CA | 04/2014 | 07/2021 |
| Miller Manoccio Inc | Thousand Oaks | CO | 01/2018 | 07/2021 |
| Lpl Financial Llc | Thousand Oaks | CA | 07/2021 | Present |
1-01/2018 / Miller Manocchio Inc / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Thousand Oaks, CA, 91360 2- 01/2021 / DBA for LPL Business (entity for LPL business) / Miller & Associates Financial Solutions / Investment Related / Thousand Oaks, CA, 91360 3- 09/03/2024 - Miller & Associates Generational Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-17 |
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