Thomas Edward Miller

Current Employers

Employment History

• 10/1999 → Present
  The Visionlink Advisory Group, Inc.
  Irvine, CA
• 12/2006 → Present
  Visionlink Corporate Ins Services
  Irvine, CA
• 01/2007 → 05/2020
  M Holdings Securities, Inc.
  Portland, OR
• 10/1996 → Present
  Visionlink Financial Advisors, Inc.
  Irvine, CA
• 05/2020 → Present
  Lion Street Financial
  Duck Creek Village, UT
• 05/2020 → Present
  Lion Street Advisors
  Duck Creek Village, UT
• 11/2025 → Present
  Integrity Alliance, Llc.
  Lake Forest, CA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Lake Forest, CA

Previous Registrations

• 2020-05-06 → 2025-11-03
  Lion Street Advisors, Llc
  Washington, UT
  Austin, TX
• 2010-06-11 → 2020-05-04
  M Holdings Securities, Inc.
  Irvine, CA
  Portland, OR
  Lake Forest, CA
  Duck Creek, UT
• 1996-12-19 → 2011-04-14
  Visionlink Financial Advisors, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1)THE VISIONLINK ADVISORY GROUP POSITION: Owner NATURE: Compensation consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 05/01/1996 ADDRESS: 23201 Lake Center Dr., Lake Forest CA 92630, United States DESCRIPTION: President duties 2)VARIOUS INSURANCE COMPANIES POSITION: Owner NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1996 ADDRESS: 23201 Lake Center Dr., Lake Forest CA 92630, United States DESCRIPTION: Sell life insurance (3) PAYDESIGN LLC (DBA BONUSRIGHT.COM); 23201 LAKE CENTER DRIVE, SUITE 207, LAKE FOREST, CA 92630;; 4/11/2016; CHAIRMAN/MANAGER; PROVIDE SOFTWARE FOR COMPANY BONUS PLAN MANAGEMENT; NOT INVESTMENT RELATED; 20 HR/MONTH - 20 HR/BUSINESS; FEE COMPENSATION. 4)VISIONLINK DIGITAL, INC. POSITION: Owner NATURE: Software for company bonus plan management INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2016 ADDRESS: 23201 Lake Forest Dr., Suite 207, Lake Forest CA 92630, United States DESCRIPTION: President

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-12
• S63 Uniform Securities Agent State Law Examination
  1997-08-19

Designations

Other Names

• Tom Miller