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Current Employers
Grit And Lavender Financial Planning

Brighton, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-02-10
  • MI RA
    APPROVED
    Since 2020-02-10

Branch Locations

Brighton, MI • 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
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
  • 02/2010 → 10/2016
    Jpmorgan Chase Bank Na
    Bloomfield Hills, MI
  • 08/2017 → 02/2018
    Farmington Hills, MI
  • 02/2018 → 01/2019
    Pnc Investments
    Pittsburgh, PA
  • 10/2016 → 08/2017
    Homemaker
    Brighton, MI
  • 01/2019 → 06/2019
    Mass Mutual Life Insurance Company
    Ann Arbor, MI
  • 06/2019 → Present
    Grit And Lavender Financial Planning Ll
    Brighton, MI
Previous Registrations
Other Businesses

- 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-28
S63 Uniform Securities Agent State Law Examination 2010-03-12
  • S66 Uniform Combined State Law Examination
    2017-09-28
  • S63 Uniform Securities Agent State Law Examination
    2010-03-12
Other Names
  • Natalie F Greenough
  • Natalie F Miller
  • Natalie Miller

View on SEC IAPD

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