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Brighton, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Bloomfield Hills | MI | 02/2010 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 08/2017 | 02/2018 |
| Pnc Investments | Pittsburgh | PA | 02/2018 | 01/2019 |
| Homemaker | Brighton | MI | 10/2016 | 08/2017 |
| Mass Mutual Life Insurance Company | Ann Arbor | MI | 01/2019 | 06/2019 |
| Grit And Lavender Financial Planning Ll | Brighton | MI | 06/2019 | Present |
- Natalie Miller is the Owner of Grit and Lavender LLC (located in Brighton, MI) which provide non-securities related consulting, educational and coaching services. This activity accounts for approximately 10% of her time on an as needed basis. This activity began in 2019. - Natalie Miller is a Small Business Coach for HUUB LLC, (located in Phoenix, AZ) which provides non-securities related virtual coaching and small business guidance to new or emerging entrepreneurs. This activity accounts for approximately 1-5 hours per month, less than 5% of of my working time. This activity began in 2023 - Natalie Miller is a virtual Instructor with CERIFI LLC/Pass Perfect (located in Alpharetta, GA), helping individuals prepare for securities licensing exams. This activity accounts for a weekly time commitment of 2-15 hours per week, scheduled at various times & lengths throughout the week. Our expected class schedule is created couple weeks in advance and is schedule around client meetings. Clients are still will still have ongoing access to me throughout the trading day. This activity began in 2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-12 |
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