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David Miller

Lanier Financial Group LLC

Athens, GA

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Current Employers
Lanier Financial Group Llc

490 N. Milledge Avenue, Athens, GA 30601 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-04-27
  • GA RA
    APPROVED
    Since 2022-04-27

Branch Locations

490 N. Milledge Avenue, Athens, GA 30601 • 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
Pathwise Cpa Group Watkinsville GA 10/2020 Present
Dmm Capital Athens GA 10/2017 10/2020
Rhodes, Young, Black, And Duncan Duluth GA 07/2015 10/2017
  • 10/2020 → Present
    Pathwise Cpa Group
    Watkinsville, GA
  • 10/2017 → 10/2020
    Dmm Capital
    Athens, GA
  • 07/2015 → 10/2017
    Rhodes, Young, Black, And Duncan
    Duluth, GA
Other Businesses

KDM Realty, LLC, business is not investment related, located at 45 Brush Creek Rd Colbert, GA 30628. Own and manage two rental properties. Started 04/2016 and spend about two hours per month on this business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-13
  • S65 Uniform Investment Adviser Law Examination
    2021-12-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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