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Michelle Kathleen Miller

Delarme Wealth Management, Inc.

Palos Verdes Estates, CA

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Current Employers
Delarme Wealth Management, Inc.

2550 Via Tejon Suite 3A, Palos Verdes Estates, CA 90274 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-05
  • CA RA
    APPROVED
    Since 2024-01-05

Branch Locations

2550 Via Tejon Suite 3A, Palos Verdes Estates, CA 90274 • 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
Delarme Wealth Management, Inc. Torrance CA 05/2016 01/2024
Raymond James Financial Services, Inc. Palos Verdes Estates CA 08/2020 12/2023
Raymond James Financial Services Advisors, Inc Palos Verdes Estates CA 09/2021 12/2023
Delarme Wealth Management, Inc. Palos Verdes Estates CA 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-08
  • S66 Uniform Combined State Law Examination
    2021-09-08
Other Names
  • Michelle Quintana
  • Michelle K Quintana
  • Michelle Kathleen Quintana
  • Michelle Miller
  • Michelle K Miller

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
MALAGA COVE CAPITAL, LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ROBERT WILLIAM MEROTH
WILLIAM WEIJEN TSAI
WEN TUNG TSAI
CHIEHRU CHENG
Marques Sewell
JOSHUA NATHANIEL SANCHEZ
MARK DOUGLAS PANFIL
SAEIDEH MAHINFAR

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Palos Verdes Estates, CA
INTEGRATED WEALTH CONCEPTS LLC · PALOS VERDES ESTATES, CA
CHELSEA ADDISON CAPITAL LLC · PALOS VERDES ESTATES, TX
J.P. MORGAN SECURITIES LLC · RANCHO PALOS VERDES, CA
AEGIS CAPITAL CORP. · ROLLING HILLS ESTATES, CA
WELLS FARGO CLEARING SERVICES, LLC · ROLLING HILLS ESTATES, CA
MALAGA COVE CAPITAL, LLC · PALOS VERDES ESTATES, CA
CETERA INVESTMENT ADVISERS LLC · PALOS VERDES, CA

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