David Allen Miller

Employer firm

Rule72 Financial CRD 316922

$8.47M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2021-05-19 → 2021-09-23
  Private Advisor Group, Llc
  Reston, VA
  Morristown, NJ
• 2021-02-02 → 2021-05-19
  Private Advisor Group, Llc
  Morristown, NJ
  Reston, VA

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

• S63 Uniform Securities Agent State Law Examination
  2019-04-16

Designations

• Certified Financial Planner

Other Names

• David Miller