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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Winston-Salem | NC | 09/2023 | Present |
1. BEN M MILLER, SOLE PROP; INVESTMENT RELATED; 1344 ASHLEY SQUARE, WINSTON SALEM NC 27103; STATUTORY AGENT; 02/01/1979; 5 HRS/MTH; 5 HRS DURING TRADING; SALE OF INSURANCE PRODUCTS. 2. MILLER & CO FINANCIAL PLANNERS INC DBA MILLER & CO., POSITION: President, NATURE: S-Corp INVESTMENT RELATED: Yes, # OF HOURS: 20, SECURITY TRADING HOURS: 20, START DATE: 01/18/2001 ADDRESS: 1344 Ashley Square, Winston Salem, NC 27103 DESCRIPTION: President of company, meeting with client, bookkeeping, execution of business. 3. MILLER TAX SERVICES; NON-INVESTMENT RELATED; 122 AZALEA CIRCLE ADVANCE NC 27006; OWNER; 01/01/2005; 10 HRS/MTH; 0 HRS DURING TRADING; INCOME TAXES PREPARATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-12 |
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