Kirk Driver Miller

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 12/2020
  Rbc Capital Markets , Llc
  Portsmouth, NH
• 12/2020 → 10/2022
  Ameriprise Financial Services, Llc
  Mount Pleasant, SC
• 10/2022 → Present
  Grove Point Investments Llc
  Rockville, MD
• 10/2022 → Present
  Grove Point Advisors Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Folly Beach, SC
• 05/2025 → Present
  Lpl Financial Llc
  Folly Beach, SC

Previous Registrations

• 2022-10-05 → 2025-05-01
  Grove Point Advisors, Llc
  Folly Beach, SC
  Rockville, MD
• 2020-12-07 → 2022-10-13
  Ameriprise Financial Services, Llc
  Mount Pleasant, SC
• 2009-06-12 → 2020-12-17
  Rbc Capital Markets, Llc
  Portsmouth, NH
  Wolfeboro, NH
• 2009-06-01 → 2009-06-22
  Morgan Stanley
  Manchester, NH
• 2000-07-27 → 2009-06-01
  Citigroup Global Markets Inc.
  Wolfeboro, NH
  Manchester, NH
  Wolfeboro, NH

Other Businesses

KIRK MILLER FIXED INSURANCE SALES POSITION: Agent NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2022 ADDRESS: P.O. Box 297, Folly Beach SC 29439, United States DESCRIPTION: Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2011-05-17
• S63 Uniform Securities Agent State Law Examination
  1986-12-18