Inactive

William Bruce Miller

The Professional Financial Company LLC

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Current Employers

The Professional Financial Company Llc

384 W Center St, Orem, UT 84057 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2018-06-08

TX RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2018-06-08

Branch Locations

384 W Center St, Orem, UT 84057 • 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

Organization	City	State	From	To
Arista Wealth Management, Llc	Salt Lake City	UT	01/2016	12/2018
Legacy Wealth Management, Llc	Provo	UT	09/2015	12/2018
The Professional Financial Company, Llc	Orem	UT	11/2018	Present

01/2016 → 12/2018

Arista Wealth Management, Llc

Salt Lake City, UT
09/2015 → 12/2018

Legacy Wealth Management, Llc

Provo, UT
11/2018 → Present

The Professional Financial Company, Llc

Orem, UT

Previous Registrations

2015-12-17 → 2018-12-04

Arista Wealth Management, Llc

Cedar Hills, UT

Las Vegas, NV
2010-09-28 → 2016-01-19

Truenorth Wealth

Salt Lake City, UT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-08-09

S65 Uniform Investment Adviser Law Examination

2010-08-09

Designations

View on SEC IAPD

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Other Investors

JAMES E SPAINHOWER

ADAM NATHAN TAYLOR

KENNETH G. BOWN

Celeste Perian Kennard

Taylor Barry Olsen

Jacob Prior Sybrowsky

JASON LEE MCMULLIN

Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT

DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT

DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT

SUMMIT WEALTH LLC · OREM, UT

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT

DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT

DIVERSIFY WEALTH MANAGEMENT, LLC · Orem, UT

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