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Daniel Patrick Miller

LPl Financial LLC

Westerville, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-19
OH RA APPROVED 2023-10-10
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • OH RA
    APPROVED
    Since 2023-10-10

Branch Locations

240 South State St., Westerville, OH 43081 • 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
Transamerica Financial Advisors, Inc Maumee OH 08/2014 10/2023
World Financial Group, Inc. Maumee OH 04/2014 10/2023
The University Of Toledo College Of Business Alumni Affiliate Toledo OH 05/2015 01/2021
1St Phorm, International Green Park MO 10/2018 09/2023
Netlaw Inc. Louisville KY 04/2019 09/2023
Bella Vita Network Toledo OH 01/2019 Present
Aflac Worthington OH 12/2021 10/2023
Wealthwave Maumee OH 01/2020 10/2023
D. P. Miller And Co Llc Westerville OH 11/2017 Present
Lpl Financial Llc Westerville OH 10/2023 Present
One Resource Group Westerville OH 10/2023 Present
  • 08/2014 → 10/2023
    Transamerica Financial Advisors, Inc
    Maumee, OH
  • 04/2014 → 10/2023
    World Financial Group, Inc.
    Maumee, OH
  • 05/2015 → 01/2021
    The University Of Toledo College Of Business Alumni Affiliate
    Toledo, OH
  • 10/2018 → 09/2023
    1St Phorm, International
    Green Park, MO
  • 04/2019 → 09/2023
    Netlaw Inc.
    Louisville, KY
  • 01/2019 → Present
    Bella Vita Network
    Toledo, OH
  • 12/2021 → 10/2023
    Aflac
    Worthington, OH
  • 01/2020 → 10/2023
    Wealthwave
    Maumee, OH
  • 11/2017 → Present
    D. P. Miller And Co Llc
    Westerville, OH
  • 10/2023 → Present
    Westerville, OH
  • 10/2023 → Present
    One Resource Group
    Westerville, OH
Previous Registrations
Other Businesses

1) 10/06/2023- One Resource Group - Non-Variable Insurance- Agent selling fixed life and health - Inv. Related- Roanoke, IN - start date 10/2023- 40hrs/mth 2) 10/06/2023 -Priority Wealth Partners -DBA for LPL Business (entity for LPL business) - Inv. related- At reported business location(s) 3) 10/06/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. related - At reported business location(s) 4) 10/06/2023 -D.P. Miller & Co LLC - Business Entity For Tax/Investment Purposes Only- owner - non-inv. related- Westerville, OH - start date 11/7/2017- 40hrs/mth 5) 10/09/2023- Non-Variable Insurance - Referral Agent for AFLAC - Inv. Related- Columbus, OH - start date 12/1/2021 - 1hrs/mth

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-04
S63 Uniform Securities Agent State Law Examination 2018-06-02
  • S65 Uniform Investment Adviser Law Examination
    2020-03-04
  • S63 Uniform Securities Agent State Law Examination
    2018-06-02
Other Names
  • Danny Miller

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