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Inactive

Miles Kenneth Rader

Willner & Heller LLC

Encino, CA

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Current Employers
Willner & Heller Llc

15760 Ventura Blvd Suite 2026, Encino, CA 91436 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-25
  • CA RA
    APPROVED
    Since 2024-04-25

Branch Locations

15760 Ventura Blvd Suite 2026, Encino, CA 91436 • 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
Ubs Westlake Village CA 01/2019 10/2019
Ubs Financial Services Inc. Los Angeles CA 10/2019 08/2021
Wood Ranch Bbq And Grill Agoura Hills CA 03/2019 10/2019
Marugame Udon Los Angeles CA 09/2017 09/2018
California Lutheran University Thousand Oaks CA 08/2016 05/2019
Map Strategic Wealth Advisors Los Angeles CA 09/2021 01/2024
Cutco Cutlery Los Angeles CA 04/2016 09/2016
Willner & Heller Llc Encino CA 02/2024 Present
  • 01/2019 → 10/2019
    Ubs
    Westlake Village, CA
  • 10/2019 → 08/2021
    Ubs Financial Services Inc.
    Los Angeles, CA
  • 03/2019 → 10/2019
    Wood Ranch Bbq And Grill
    Agoura Hills, CA
  • 09/2017 → 09/2018
    Marugame Udon
    Los Angeles, CA
  • 08/2016 → 05/2019
    California Lutheran University
    Thousand Oaks, CA
  • 09/2021 → 01/2024
    Map Strategic Wealth Advisors
    Los Angeles, CA
  • 04/2016 → 09/2016
    Cutco Cutlery
    Los Angeles, CA
  • 02/2024 → Present
    Willner & Heller Llc
    Encino, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-24
S66 Uniform Combined State Law Examination 2020-05-18
  • S65 Uniform Investment Adviser Law Examination
    2024-04-24
  • S66 Uniform Combined State Law Examination
    2020-05-18

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
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ARETE WEALTH ADVISORS, LLC

Other Investors

Yevgeniy Yakovlevi Oktyabrskiy
ALAN RANDALL GOODSTEIN
Jason Terrance Thomas
KENNETH LEE WILLNER
MATTHEW DAVID HELLER
Alexander Paul Tuckman
MATTHEW MILLER DAVIS
SABOUR ANDKHOY

Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
LPL FINANCIAL LLC · ENCINO, CA

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