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Donovan Graham Miller

LPl Financial LLC

Belmont, NC

Charlotte, NC

CRD 7635070

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-03
NC RA APPROVED 2022-10-25
  • TX RA
    APPROVED_RES
    Since 2025-01-03
  • NC RA
    APPROVED
    Since 2022-10-25

Branch Locations

Belmont, NC • United States

5950 Fairview Rd Ste 250, Charlotte, NC 28210 • 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
Dma Studios Charlotte NC 01/2022 09/2022
Donovan's Store Charlotte NC 01/2018 Present
Livonia High School Livonia NY 01/2012 06/2020
University Of North Carolina At Charlotte Charlotte NC 09/2020 05/2023
Lpl Financial Charlotte NC 10/2022 Present
  • 01/2022 → 09/2022
    Dma Studios
    Charlotte, NC
  • 01/2018 → Present
    Donovan's Store
    Charlotte, NC
  • 01/2012 → 06/2020
    Livonia High School
    Livonia, NY
  • 09/2020 → 05/2023
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 10/2022 → Present
    Lpl Financial
    Charlotte, NC
Other Businesses

1- 10/2022 / Real Estate Rental / Investment Related / 618 Lex Dr. Charlotte, NC 2- 10/2022 / Donovan's Store / Business Owner / Non Investment Related / Charlotte, NC 3) 03/17/2025 -Deneault & Greyard, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/14/2025 - 2 Hrs/Mth - 0 Hrs During Trading. 4) 04/08/2025 - Associates of Clifton Park - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 04/11/2025 - 2 Hrs/Mth - 2 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
  • S66 Uniform Combined State Law Examination
    2022-10-24
Other Names
  • Donovan Graham Miller
  • Donovan Miller

View on SEC IAPD

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