Braden Miller

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-02-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Northwestern Mutual Investment Services, Llc	Beavercreek	OH	01/2022	05/2022
University Of Dayton	Dayton	OH	08/2021	05/2023
Oneamerica Securities, Inc.	Eaton	OH	07/2022	05/2023
Ups	Dayton	OH	11/2019	01/2020
Oneamerica Securities Heritage Point Financial Group	Eaton	OH	05/2022	05/2023
Fairmont	Kettering	OH	06/2019	Present
Jp Morgan Chase Bank, N.A.	Centerville	OH	05/2023	10/2025
Jp Morgan Securities Llc	Centerville	OH	05/2023	10/2025
N/A	Dayton	OH	05/2013	05/2019
Purposepath Capital, Llc	Quincy	IL	10/2025	11/2025
Ubs Financial Services, Inc	Centerville	OH	12/2025	Present

01/2022 → 05/2022

Northwestern Mutual Investment Services, Llc

Beavercreek, OH
08/2021 → 05/2023

University Of Dayton

Dayton, OH
07/2022 → 05/2023

Oneamerica Securities, Inc.

Eaton, OH
11/2019 → 01/2020

Ups

Dayton, OH
05/2022 → 05/2023

Oneamerica Securities Heritage Point Financial Group

Eaton, OH
06/2019 → Present

Fairmont

Kettering, OH
05/2023 → 10/2025

Jp Morgan Chase Bank, N.A.

Centerville, OH
05/2023 → 10/2025

Jp Morgan Securities Llc

Centerville, OH
05/2013 → 05/2019

N/A

Dayton, OH
10/2025 → 11/2025

Purposepath Capital, Llc

Quincy, IL
12/2025 → Present

Ubs Financial Services, Inc

Centerville, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-19
S63	Uniform Securities Agent State Law Examination	2022-11-26