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One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-08-03 |
Branch Locations
One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Investment Management, Lp | W Conshohocken | PA | 01/2015 | Present |
PNB, LLC; the business is not investment-related; W Conshohocken, PA; General Partner of banking consulting business; Director; September, 2020; 8 hours per month; 6 hours during securities trading hours; Represents investors as a member of the board. UniRisX, LLC; the business is not investment-related; Wayne, PA; Insurance industry software; Director; October, 2018; 8 hours per month; 6 hours during securities trading hours; Represents investors as a member of the board. OWIT Global, LLC; the business is not investment-related; Wayne, PA; Insurance industry software; Director; October, 2018; 8 hours per month; 6 hours during securities trading hours; Represents investors as a member of the board. LL Grow, LLC; the business is not investment-related; Philadelphia, PA; General Partner of Fast Casual Restaurant business; Director; September, 2016; 16 hours per month; 6 hours during securities trading hours; Represents investors as a member of the board. Dreamlined, LLC; the business is not investment-related; Nashville, TN; Music Producer & Publisher; Director; October, 2015; 8 hours per month; 6 hours during securities trading hours; Represents investors as a member of the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-11 |
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