Marilyn Miller Miller

Current Employers

Federal Benefits Advisors

Poulsbo, WA • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2017-12-13

WA RA
APPROVED

Since 2017-12-13

Branch Locations

Poulsbo, WA • 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

Organization	City	State	From	To
Marilyn M. Miller Dba Federal Benefits Advisor	Poulsbo	WA	01/2011	Present
Onpointe Advisory And Financial Services, Llc	Petaluma	CA	05/2015	Present

01/2011 → Present

Marilyn M. Miller Dba Federal Benefits Advisor

Poulsbo, WA
05/2015 → Present

Onpointe Advisory And Financial Services, Llc

Petaluma, CA

Previous Registrations

2015-05-20 → 2018-02-08

Onpointe Advisory And Financial Services, Llc

Poulsbo, WA

Petaluma, CA

Paulsbo, WA
2009-04-10 → 2015-05-12

Aspen Financial Management, Inc.

Cheney, WA
2001-04-17 → 2006-05-05

Sterling Financial Services, Inc.

Pleasant Hill, CA
2001-03-19 → 2004-01-27

Osaic Wealth, Inc.

Pleasant Hill, CA

Other Businesses

01/2011 MARILYN MILLER DBA FEDERAL BENEFITS ADVISORS; OWNER; SELL INSURANCE, TEACH SEMINARS, PREPARE/PRESENT INDIVIDUAL BENEFIT ANALYSIS REPORTS TO FEDERAL EMPLOYEES AND PREPARE/PRESENT INDIVIDUAL SOCIAL SECURITY BENEFIT REPORTS TO GENERAL PUBLIC; 130 HOURS PER MONTH; 130 HOURS DURING TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-03-20
S63	Uniform Securities Agent State Law Examination	1995-04-10

S65 Uniform Investment Adviser Law Examination

2009-03-20
S63 Uniform Securities Agent State Law Examination

1995-04-10

View on SEC IAPD