Gregory Arthur Miller

Current Employers

Employment History

• 06/2007 → 10/2019
  1St Global Advisors Inc.
  Rochester, NY
• 09/2006 → 10/2019
  1St Global Capital Corp.
  Rochester, NY
• 08/2007 → Present
  Davie Kaplan, Cpa, P.C.
  Rochester, NY
• 09/2006 → 09/2025
  Avantax Insurance Services, Inc.
  Rochester, NY
• 09/2006 → Present
  Dkcb Financial Advisors, Llc
  Rochester, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Rochester, NY
• 07/2007 → Present
  Davie Kaplan Wealth Care Advisors, Llc
  Rochester, NY
• 10/2023 → 09/2025
  Avantax Advisory Services
  Rochester, NY
• 01/2007 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Rochester, NY
• 01/2007 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Rochester, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-10-24 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Rochester, NY
  Rochester, NY

Other Businesses

1) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC FORMERLY DKCB WEALTH CARE ADVISORS, LLC, POSITION: MEMBER AND REFERRING ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2006 ADDRESS: , ROCHESTER NY 14614, UNITED STATES 2) DAVIE KAPLAN WEALTHCARE ADVISORS, LLC (INSURANCE) POSITION: INSURANCE AGENT, NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/31/2005 ADDRESS: 1000 FIRST FEDERAL PLAZA, ROCHESTER NY 14614, UNITED STATES DESCRIPTION: INSURANCE AGENT - CONDUCTS INSURANCE SALES/REFERRALS 3) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (RIA) POSITION: INVESTMENT ADVISOR REPRESENTATIVE, NATURE: FINANCIAL PLANNING INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 ADDRESS: 1000 FIRST FEDERAL PLAZA, ROCHESTER NY 14614, UNITED STATES DESCRIPTION: FINANCIAL PLANNING 4) ROCHESTER ROTARY CHARITABLE TRUSTS, INC. POSITION: TREASURER / BOARD MEMBER NATURE: ROCHESTER ROTARY MAKES A DIFFERENCE IN THE LIVES OF ITS MEMBERS AND IN THE LIVES OF OUR COMMUNITY AND WORLD NEIGHBORS IN NEED, WITH SPECIAL EMPHASIS ON CITY YOUNG PEOPLE AND PEOPLE OF ALL AGES WITH DISABILITIES. INVESTMENT RELATED: NO NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 180 LINDEN OAKS, ROCHESTER NY 14625, UNITED STATES DESCRIPTION: I SERVE ON THE BOARD OF DIRECTORS AND AM THE CURRENT TREASURER. I HAVE CHECK SIGNING AUTHORITY. CHECKS OVER $5,000 REQUIRE A SECOND SIGNATURE. 5) DKCB FINANCIAL ADVISORS, LLC, POSITION: REFERRAL - REFER HIGH NET WORTH CLIENTS TO RIA AS APPROPRIATE NATURE: FINANCIAL SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/31/2005 ADDRESS: , ROCHESTER NY 14614, UNITED STATES DESCRIPTION: 6) DAVIE KAPLAN, CPA, P.C.; CPA FIRM; SHAREHOLDER & FINANCIAL PROFESSIONAL, NIR; 08/01/2007;

Exams

• S66 Uniform Combined State Law Examination
  2006-09-11

Designations

Other Names

• Greg Miller