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Kellie Lee Miller

Delta Investment Management, LLC

Boise, ID

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Current Employers
Delta Investment Management, Llc

708 Montgomery Street, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-06-03
  • ID RA
    APPROVED
    Since 2021-06-03

Branch Locations

Boise, ID • 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
Delta Investment Management, Llc Eagle ID 06/2021 Present
Homemaker Eagle ID 08/2020 05/2021
Omf International Kunming 10/2018 08/2020
Modular Study Groups Kunming 07/2015 09/2018
  • 06/2021 → Present
    Delta Investment Management, Llc
    Eagle, ID
  • 08/2020 → 05/2021
    Homemaker
    Eagle, ID
  • 10/2018 → 08/2020
    Omf International
    Kunming
  • 07/2015 → 09/2018
    Modular Study Groups
    Kunming
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-07
  • S65 Uniform Investment Adviser Law Examination
    2021-05-07
Designations
Other Names
  • Kellie Miller
  • Kellie Kress

View on SEC IAPD

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