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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Office Of James A. Miller | Worcester | MA | 10/1994 | Present |
| Abundance Financial Coaching, Llc | Worcester | MA | 08/2016 | 04/2024 |
| Integrity Advisory Solutions | Worcester | MA | 04/2024 | Present |
1) American Academy Wealth; Investment Related; 9444 Balboa Avenue San Diego, CA 92123; DBA for advisory business; Investment Advisor; 04/03/2024; 5 hours per month; 2 hours during security hours; Meet with clients and prospects. 2) Life Insurance; Not Investment related; 108 Grove St, Worcester, MA 01605; Life insurance sales; Owner; 06/01/2020; 0 hours per month; 0 hours during security hours; Life insurance sales. 3) Law Offices of James A. Miller, P.C; Not Investment related; 108 Grove St, Worcester, MA 01605; Legal/Life insurance; Owner; 10/15/1994; 80 hours per month; 0 hours during security hours; law office licensed to sell insurance. 4) Beach house Rental; Not Investment related; 1252 Sharkstooth Lane, Myrtle Beach , SC 29575; Real estate; Owner; 03/2024; 0 hours per month; 0 hours during security hours; Owner of rental home. Management company manages rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-10 |
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