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46179 Westlake Drive Suite 330, Potomac Falls, VA 20165 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-25 |
| VA | RA | APPROVED | 2021-10-19 |
Branch Locations
46179 Westlake Drive Suite 330, Potomac Falls, VA 20165 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Department Of Commerce | Silver Spring | MD | 03/2011 | 12/2018 |
| Jtb International (Lpl Financial) | Reston | VA | 12/2018 | 07/2021 |
| Rule72 Financial Llc | Potomac Falls | VA | 08/2021 | Present |
David Miller serves as an elected, volunteer member of the Vestry of St. Matthew's Episcopal Church in Sterling, Virginia, the church's governing body responsible for oversight of parish administration, financial stewardship, and strategic planning. He does not receive compensation for this service. His responsibilities include participating in periodic meetings, reviewing financial matters of the church, and assisting with governance-related decisions. This outside activity does not involve the provision of investment advisory services, and it does not create a material conflict of interest with clients of Rule72 Financial LLC. Mr. Miller's time commitment to this volunteer role does not materially interfere with his ability to meet his obligations to advisory clients. This activity accounts for approximately 4% of his time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-16 |
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