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Family Wealth Coaching, LLC CRD 290736
$42.6K regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1400 Preston Road Suite 118, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Law Office, Pllc | Plano | TX | 08/2014 | Present |
| Family Wealth Coaching, Llc | Plano | TX | 08/2017 | Present |
Aaron Russell Miller is a lawyer. From time to time, he will offer clients advice or products from this activity. Family Wealth Coaching, LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Family Wealth Coaching, LLC in th eir capacity as a lawyer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-05 |
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