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Joshua M Miller

Savings Coach, LLC

Troy, MI

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Current Employers
Savings Coach, Llc

755 W. Big Beaver Rd Suite 101, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-02
  • MI RA
    APPROVED
    Since 2024-12-02

Branch Locations

755 W. Big Beaver Rd Suite 101, Troy, MI 48084 • 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
Lpl Financial Llc Farmington Hills MI 09/2021 12/2024
Advantasure Southfield MI 01/2021 08/2022
Beaumont Health Southfield MI 05/2017 12/2020
Centria Healthcare Novi MI 09/2016 04/2017
Accretive Health Southfield MI 11/2011 09/2016
Savings Coach, Llc Troy MI 12/2024 Present
  • 09/2021 → 12/2024
    Lpl Financial Llc
    Farmington Hills, MI
  • 01/2021 → 08/2022
    Advantasure
    Southfield, MI
  • 05/2017 → 12/2020
    Beaumont Health
    Southfield, MI
  • 09/2016 → 04/2017
    Centria Healthcare
    Novi, MI
  • 11/2011 → 09/2016
    Accretive Health
    Southfield, MI
  • 12/2024 → Present
    Savings Coach, Llc
    Troy, MI
Previous Registrations
Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SAME OFFICE ADDRESS; START: 09/2024; SPENDS 0 HOURS DURING TRADING AND NON-TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-04
  • S66 Uniform Combined State Law Examination
    2024-04-04
Other Names
  • Joshua Miller

View on SEC IAPD

Other Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

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