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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-25 |
Branch Locations
400 Penny Lane, Concord, NC 28025 • United States
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
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 |
|---|---|---|---|---|
| Miller Financial Inc. | China Grove | NC | 04/1983 | Present |
| Fortune Financial Services, Inc. | Concord | NC | 11/2015 | Present |
| Integrated Financial Strategies | Charlotte | NC | 11/2015 | Present |
| Prosperity Wealth Management, Inc. | Concord | NC | 02/2026 | Present |
1) APPOINTED INSURANCE AGENT- DBA MILLER FINANCIAL, INC. 400 PENNY LANE, CONCORD NC 28025. 100% OWNER, 04/1983, 15-20 HRS PER WEEK, DURING TRADING HOURS AS NEEDED. 2) INSURANCE AGENT, 01/2004; SALE OF GROUP HEALTH INSURANCE AND INSURANCE SALES; APPROXIMATELY 1 HOUR/MONTH 3) MILLER REAL ESTATE HOLDINGS LLC, 400 PENNY LANE, CONCORD NC 28025. RESIDENTIAL AND COMMERCIAL RENTAL PROPERTIES. PASSIVE INCOME, 2 HRS PER MONTH, DURING TRADING HOURS AS NEEDED. Miller Financial 4) Real Estate Holdings, LLC- Owner of Office Building. DBA Miller Financial Group IAR fee work through Integrated Financial Group. The Rep purchased the Fesperman Agency, 6.2018, that strictly sells Life, Health, Group Insurance and fixed annuities. This acquisition will be absorbed into Miller Financial 5.) Real Estate, Self - Proprietor; Concord, NC, Not Investment Related; 01/2023; Building entry level new construction; Approximately 5 hours/month 6.) FORTUNE FINANCIAL SERVICES, INC.; Broker Dealer, Investment Related; Concord, NC; Registered Representative; 11/2015; Approximately 2 hours/month 7.) PROSPERITY WEALTH MANAGEMENT, INC.; RIA, Investment Related; Concord, NC; Investment Adviser Representative; 02/2026; Approximately 100 hours/month 8.) INTEGRATED FINANCIAL STRATEGIES; Investment Related; RIA, affiliate of Prosperity Wealth Management, Inc; Concord, NC; Investment Adviser Representative; 11/2015; Approximately 2 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-10 |
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