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Carrie Lynne Miller

Trellis Wealth Advisors, LLC

San Luis Obispo, CA

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Current Employers
Trellis Wealth Advisors, Llc

1135 Santa Rosa Street Suite 310, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-10-08
  • CA RA
    APPROVED
    Since 2014-10-08

Branch Locations

1135 Santa Rosa Street Suite 310, San Luis Obispo, CA 93401 • 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
Trellis Wealth Advisors, Llc San Luis Obispo CA 06/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-08
S63 Uniform Securities Agent State Law Examination 2000-03-08
  • S65 Uniform Investment Adviser Law Examination
    2014-10-08
  • S63 Uniform Securities Agent State Law Examination
    2000-03-08
Other Names
  • Carrie L Miller

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

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