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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
7700 Congress Avenue Suite 3211, Boca Raton, FL 33487 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Miller Financial Group | Boca Raton | FL | 04/2016 | Present |
1) TMFG, LLC.; 7700 Congress Ave., Suite 3211, Boca Raton, FL 33487; Chief Operating Officer; Certified Financial Planner , Meeting and servicing clients; Leadership, Management & Accountability of the Client Service Team; Account Management and Meeting Prep; Client Retention / Happiness; YES Investment Related; Start Date 04/2016; Receiving ownership of 1% by end of 2024. Then 1% each year for 15 years; Approximately 40+ hrs. per month; Valmark Member Office.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-20 |
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