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One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
| PA | RA | APPROVED | 2016-03-22 |
Branch Locations
One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Investment Management, Lp | W Conshohocken | PA | 07/1998 | Present |
Five Guys Holdings, Inc; the business is not investment-related; Lorton, VA; Fast Casual Restaurants; Director; October, 2007; 16 hours per month; 9 hours during securities trading hours; Represents investors as a member of the board. LL Grow, LLC; the business is not investment-related; Philadelphia, PA; General Partner of Fast Casual Restaurant business; Director; May, 2014; 16 hours per month; 9 hours during securities trading hours; Represents investors as a member of the board. Jake's SB Holding Company, LLC; the business is not investment-related; Philadelphia, PA; Fast Casual Restaurants; Director; January, 2014; 8 hours per month; 6 hours during securities trading hours; Represents investors as a member of the board. UniRisX, LLC; the business is not investment-related; Wayne, PA; Insurance industry software; Director; August, 2014; 8 hours per month; 6 hours during securities trading hours; Represents investors as a member of the board. Dreamlined, LLC; the business is not investment-related; Nashville, TN; Music Producer & Publisher; Director; October, 2015; 8 hours per month; 6 hours during securities trading hours; Represents investors as a member of the board. S&G Realty I LLC; the business is investment-related; New York, NY; Direct Real Estate Investment; Director; April, 2016; 8 hours per month; 6 hours during securities trading hours; Board Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-16 |
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