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Trisha Jillaine Miller

Mercer Global Advisors Inc.

Newport Beach, CA

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-25
  • CA RA
    APPROVED
    Since 2023-10-25

Branch Locations

620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
First Republic Investment Management, Inc Newport Beach CA 02/2019 04/2022
First Republic Securities Company, Llc Newport Beach CA 01/2021 04/2022
California United Bank Gardena CA 12/2011 12/2017
Unemployed Irvine CA 12/2017 06/2018
Matrix Resources, Inc. Atlanta GA 06/2018 02/2019
Mercer Global Advisors Inc. Newport Beach CA 10/2023 Present
Mercer Global Advisors Inc. Newport Beach CA 08/2022 10/2023
Unemployed Newport Beach CA 04/2022 08/2022
  • 02/2019 → 04/2022
    First Republic Investment Management, Inc
    Newport Beach, CA
  • 01/2021 → 04/2022
    First Republic Securities Company, Llc
    Newport Beach, CA
  • 12/2011 → 12/2017
    California United Bank
    Gardena, CA
  • 12/2017 → 06/2018
    Unemployed
    Irvine, CA
  • 06/2018 → 02/2019
    Matrix Resources, Inc.
    Atlanta, GA
  • 10/2023 → Present
    Mercer Global Advisors Inc.
    Newport Beach, CA
  • 08/2022 → 10/2023
    Mercer Global Advisors Inc.
    Newport Beach, CA
  • 04/2022 → 08/2022
    Unemployed
    Newport Beach, CA
Previous Registrations
  • 2022-04-05 → 2022-05-25
    J.P. Morgan Private Wealth Advisors Llc
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-02
  • S66 Uniform Combined State Law Examination
    2022-04-02
Other Names
  • Trisha Miller
  • Trisha J Miller

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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