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29222 Rancho Viejo Rd. Ste 119, San Juan Capistrano, CA 92675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-23 |
| CA | RA | APPROVED | 2025-12-22 |
Branch Locations
29222 Rancho Viejo Rd. Ste 119, San Juan Capistrano, CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chapman University | Orange | CA | 09/2014 | 05/2018 |
| Smith Financial Services | San Clemente | CA | 05/2018 | 12/2025 |
| Miller Financial Services, Inc. | San Juan Capistrano | CA | 12/2022 | Present |
Name of business: Tax Consulting Investment Related: No Address: 30012 Ivy Glenn Dr, Ste 135, Laguna Niguel, CA 82677 Nature: Tax Consulting Position/Title: Licensed Tax Consultant Start Date: 8/13/2020 Number or hours/month: 0-5 Number of hours/month during trading: 0-5 Duties: Prepares taxes and does tax planning Name of business: MILLER FINANCIAL SERVICES, INC. Investment Related: No Address: 30012 Ivy Glenn Dr, Ste 135, Laguna Niguel, CA 82677 Nature: S-CORP FOR INCOME TAX PURPOSES Position/Title: CEO/CFO/SECRETARY Start Date: 12/29/2022 Number or hours/month: 0-5 Number of hours/month during trading: 0-5 Duties: OWNER AND EMPLOYEE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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