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Ross Benjamin Miller

Clearpoint Wealth Management

Colleyville, TX

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Current Employers
Clearpoint Wealth Management

6110 Colleyville Blvd Ste 106, Colleyville, TX 76034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

Branch Locations

6110 Colleyville Blvd Ste 106, Colleyville, TX 76034 • 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
Moss, Luse & Womble, Llc Addison TX 08/2018 07/2021
Whitley Penn Dallas TX 01/2017 08/2018
Unemployed The Colony TX 09/2016 12/2016
Steward Wealth Management Colleyville TX 07/2021 07/2023
Mercer Global Advisors Inc Colleyville TX 08/2023 08/2025
Clearpoint Wealth Management Colleyville TX 08/2025 12/2025
Allen Wealth Advisors, Llc Colleyville TX 08/2025 Present
  • 08/2018 → 07/2021
    Moss, Luse & Womble, Llc
    Addison, TX
  • 01/2017 → 08/2018
    Whitley Penn
    Dallas, TX
  • 09/2016 → 12/2016
    Unemployed
    The Colony, TX
  • 07/2021 → 07/2023
    Steward Wealth Management
    Colleyville, TX
  • 08/2023 → 08/2025
    Mercer Global Advisors Inc
    Colleyville, TX
  • 08/2025 → 12/2025
    Clearpoint Wealth Management
    Colleyville, TX
  • 08/2025 → Present
    Allen Wealth Advisors, Llc
    Colleyville, TX
Previous Registrations
Designations

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
JASI FINANCIAL, INC.
ASCENT CAPITAL PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

JEFFREY ADAM GRANGER
AUSTIN TYLER GANSKY
Kelci McGinnis
William M Nous
MATTHEW WALLACE
Jeffrey Jay Sanders
Kristin Elaine Chevalier
TYLER D LITTLE

Other Offices

J.P. MORGAN SECURITIES LLC · COLLEYVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEYVILLE, TX
PNC WEALTH MANAGEMENT LLC · COLLEYVILLE, TX
EDWARD JONES · COLLEYVILLE, TX
LPL FINANCIAL LLC · COLLEYVILLE, TX
LPL FINANCIAL LLC · EULESS, TX
JASI FINANCIAL, INC. · GRAPEVINE, TX
ASCENT CAPITAL PARTNERS, LLC · Grapevine, TX

More in Colleyville, TX

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