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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
Branch Locations
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Financial Services | Lewsiton | NY | 02/1986 | Present |
| Voya Financial Advisors | Williamsville | NY | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 744 CURTIS CT; LEWISTON; NY; 14092; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/1/1986; 160; 160; SALE OF FIXED INSURANCE PRODUCTS| NAME OF ENTITY:Miller Financial Services; Yes; 744 CURTIS CT; LEWSITON; NY; 14092; Financial Services/dba; OWNER; 2/1/1986; 5; 5; SALE OF FIXED INSURANCE PRODUCTS and registered securities| HEART, LOVE AND SOUL, INC. POSITION: Board member NATURE: This organization is a food pantry that serves daily meals to the local community and homeless population. I have been asked to be a board member. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2025 ADDRESS: 939 Ontario Ave., Niagara Falls NY 14305, United States DESCRIPTION: I would be involved in the strategic direction of the organization. Help develop policies and procedures to help the organization to meet the goals they have set.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-05 |
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