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David Allen Miller

Rule72 Financial

Potomac Falls, VA

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Current Employers
Rule72 Financial

46179 Westlake Drive Suite 330, Potomac Falls, VA 20165 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-25
VA RA APPROVED 2021-10-19
  • TX RA
    APPROVED_RES
    Since 2022-05-25
  • VA RA
    APPROVED
    Since 2021-10-19

Branch Locations

46179 Westlake Drive Suite 330, Potomac Falls, VA 20165 • 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
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
  • 03/2011 → 12/2018
    U.S. Department Of Commerce
    Silver Spring, MD
  • 12/2018 → 07/2021
    Jtb International (Lpl Financial)
    Reston, VA
  • 08/2021 → Present
    Rule72 Financial Llc
    Potomac Falls, VA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-04-16
  • S63 Uniform Securities Agent State Law Examination
    2019-04-16
Designations
Other Names
  • David Miller

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