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Alexis Juliana Miller

Precision Fiduciary Partners, LLC

Austin, TX

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Current Employers
Precision Fiduciary Partners, Llc

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-11
  • TX RA
    APPROVED
    Since 2020-03-11

Branch Locations

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • 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
Leafhouse Financial Austin TX 12/2019 Present
Layla Dance Academy Austin TX 08/2019 11/2019
St. John Xxiii College Preparatory Katy TX 06/2017 07/2019
University Of St. Thomas Houston TX 08/2013 05/2017
Lakewood United Methodist Church Houston TX 06/2008 07/2019
  • 12/2019 → Present
    Leafhouse Financial
    Austin, TX
  • 08/2019 → 11/2019
    Layla Dance Academy
    Austin, TX
  • 06/2017 → 07/2019
    St. John Xxiii College Preparatory
    Katy, TX
  • 08/2013 → 05/2017
    University Of St. Thomas
    Houston, TX
  • 06/2008 → 07/2019
    Lakewood United Methodist Church
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-11
  • S65 Uniform Investment Adviser Law Examination
    2020-03-11
Other Names
  • Juliana Miller

View on SEC IAPD

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Stephanie Caroline Morgan
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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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