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9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Financial Services Inc. | Delaware | OH | 01/2019 | Present |
| Ameriprise Financial | Columbus | OH | 06/2015 | 12/2016 |
| United Federal Credit Union | Marion | OH | 12/2016 | 02/2018 |
| Cuso Financial Services Lp | San Diego | CA | 12/2016 | 08/2017 |
| Cuna Brokerage/Cuso Financial | Marion | OH | 12/2016 | 02/2018 |
| Nvest Wealth Strategies | Powell | OH | 02/2018 | 12/2018 |
| Cla Usa Advisory Group, Llc | Frisco | TX | 09/2019 | Present |
1) NAME OF THE OTHER BUSINESS:Miller Financial Services, Inc. INVESTMENT- RELATED: YES ADDRESS OF THE OTHER BUSINESS:921 Chatham Lane, Columbus, OH 93221 YOUR POSITION OR TITLE:President NATURE OF THE OTHER BUSINESS:Life Insurance & annuity START DATE:1/1/1993 APPROXIMATE NUMBER OF HOURS/MONTH:8 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Returning correspondence, filing death claims, servicing existing clients. COMPENSATION :Yes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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