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Brett A Miller

Raymond James & Associates, Inc.

Kalispell, MT

Scottsdale, AZ

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-03-26
TX RA APPROVED 2023-09-08
MI RA APPROVED 2023-05-10
  • MT RA
    APPROVED
    Since 2026-03-26
  • TX RA
    APPROVED
    Since 2023-09-08
  • MI RA
    APPROVED
    Since 2023-05-10

Branch Locations

Kalispell, MT • United States

14850 N. Scottsdale Road Suite 155, Scottsdale, AZ 85254 • 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
Fidelity Brokerage Services Llc Scottsdale AZ 10/2015 12/2016
Scottrade, Inc. Rochester Hills MI 01/2017 07/2017
Polaris Greystone Financial Group, Llc Troy MI 07/2017 08/2020
Polaris Wealth Advisory Group Troy MI 08/2020 04/2023
Raymond James & Assoicates Berkley MI 04/2023 Present
  • 10/2015 → 12/2016
    Fidelity Brokerage Services Llc
    Scottsdale, AZ
  • 01/2017 → 07/2017
    Scottrade, Inc.
    Rochester Hills, MI
  • 07/2017 → 08/2020
    Polaris Greystone Financial Group, Llc
    Troy, MI
  • 08/2020 → 04/2023
    Polaris Wealth Advisory Group
    Troy, MI
  • 04/2023 → Present
    Raymond James & Assoicates
    Berkley, MI
Previous Registrations
  • 2017-07-14 → 2023-04-03
    Polaris Wealth Advisory Group
    Troy, MI
    San Rafael, CA
    Troy, MI
  • 2017-01-23 → 2017-07-11
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-17
S66 Uniform Combined State Law Examination 2016-11-14
  • S63 Uniform Securities Agent State Law Examination
    2023-05-17
  • S66 Uniform Combined State Law Examination
    2016-11-14
Designations
Other Names
  • Brett Miller
  • Brett Andrew Miller

View on SEC IAPD

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