Loretta Michelle Miller

Current Employers

Employment History

• 02/2012 → 12/2016
  Sunrise Wealth Advisors
  Orlando, FL
• 01/2013 → 12/2016
  Cetera Advisors Llc
  Denver, CO
• 06/2017 → Present
  Synergy Wealth Alliance
  Maitland, FL
• 12/2016 → 06/2017
  Not Employed
  Orlando, FL
• 06/2017 → 12/2019
  Cetera Advisors Llc
  Denver, CO
• 12/2019 → Present
  Lpl Financial Llc
  Maitland, FL

Previous Registrations

• 2017-06-27 → 2019-12-23
  Cetera Advisors Llc
  Maitland, FL
• 2014-07-15 → 2016-12-06
  Cetera Advisors Llc
  Greenwood Village, CO
  Orlando, FL

Other Businesses

1)12/4/19- Synergy Wealth Alliance- DBA for LPL Business (entity for LPL business)- Inv. Related- Maitland, FL - start date 6/23/2017- 100% 2) 10/25/2023 - Synergy Investment Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 01/01/2022 - 20 Hrs/Mo; 1 Hr During Trading - I provide administrative support to Synergy Investment Management, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 05/13/2025 - Miller Roofing, LLC - Not Investment Related - Outside/W-2 Employment - At Reported Business Location(s) - Start Date:05/10/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-19
• S63 Uniform Securities Agent State Law Examination
  2007-07-06

Other Names

• Loretta Michelle Miller
• Loretta Michelle Valdez