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Gregory Keith Miller

LPl Financial LLC

Lees Summit, MO

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-07-21
  • MO RA
    APPROVED
    Since 2021-07-21

Branch Locations

1741 Ne Douglas St Ste 100, Lees Summit, MO 64086 • 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
Waddell & Reed, Inc Independence MO 07/2000 07/2021
Various Insurance Carriers For W&R Insurance Agencies Lee'S Summit MO 03/1996 07/2021
Miller Tax Services Lee'S Summit MO 01/2017 07/2021
Christopher Barmann Independence MO 12/2017 12/2018
Joseph Ganote Independence MO 12/2017 12/2018
Grekar, Llc Lee'S Summit MO 01/2018 07/2021
Lpl Financial Llc Lees Summit MO 07/2021 Present
  • 07/2000 → 07/2021
    Waddell & Reed, Inc
    Independence, MO
  • 03/1996 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Lee'S Summit, MO
  • 01/2017 → 07/2021
    Miller Tax Services
    Lee'S Summit, MO
  • 12/2017 → 12/2018
    Christopher Barmann
    Independence, MO
  • 12/2017 → 12/2018
    Joseph Ganote
    Independence, MO
  • 01/2018 → 07/2021
    Grekar, Llc
    Lee'S Summit, MO
  • 07/2021 → Present
    Lees Summit, MO
Previous Registrations
  • 2004-08-04 → 2021-07-21
    Waddell & Reed
    Independence, MO
    Independence, MO
    Edmond, OK
    Lees Summit, MO
Other Businesses

1) 08/02/2021 - LifeGoals Strategies Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2017 - 8 Hr/Mth 2) 08/02/2021 - Greg & Karen Miller Trust - Act in a Fiduciary Capacity - Non-Inv Rel - Lees Summit, MO - Start: 2019 3) 08/02/2021 - Grekar, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Lees Summit, MO - Start: 01/2018 4) 11/20/2024 - Associates of Clifton Park and Crump Life Insurance Services - Non-Variable Insurance - Agent/ Producer - Investment Related - At Reported Business Location(s) - Start Date 11/13/2024 - 10 Hours Per Month/ During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-02
S63 Uniform Securities Agent State Law Examination 1980-05-22
  • S65 Uniform Investment Adviser Law Examination
    2004-08-02
  • S63 Uniform Securities Agent State Law Examination
    1980-05-22
Other Names
  • Greg Miller
  • Gregory Miller

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