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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-10 |
Branch Locations
2100 East Bay Dr #221, Largo, FL 33771 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J D Miller & Associates | Redington Beach | FL | 08/2014 | Present |
| Hfg Advisors | Clearwater | FL | 04/2016 | 10/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2017 | 04/2024 |
| American Financial Education Alliance | Charlotte | NC | 03/2018 | Present |
| Foundations Investment Advisors, Llc | Largo | FL | 04/2024 | Present |
1.) JD Miller & Associates. Investment related. 2100 East Bay Dr Largo, FL 33771. Insurance. President. 08/2014. 145 hours per month. 145 hours per month during securities trading hours. Insurance sales. 2. )AMERICAN FINANCIAL EDUCATION ALLIANCE; INVESTMENT RELATED; 8514 MCALPINE PARK DRIVE #280, CHARLOTTE, NC 28211; FINANCIAL EDUCATION CLASSES; CLASSROOM INSTRUCTOR; START DATE 3/2018; 8 HOURS PER MONTH, 0 DURING SECURITIES TRADING HOURS; CLASSROOM INSTRUCTION FOR FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-05 |
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