AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JM

John A. Miller

Some features on this profile are disabled
CRD#: 1180895
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Albert Miller was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1983. John had worked at 5 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 29, 2003 - December 31, 2014

AGENCY TRADING GROUP, INC.

BD
CRD#: 108887
WAYZATA, MN
Past

January 21, 2002 - October 24, 2003

NAVILLUS SECURITIES, INC.

BD
CRD#: 31230
WEST CONSHOHOCKEN, PA
Past

June 13, 1986 - April 15, 1998

WESSELS, ARNOLD & HENDERSON, L.L.C.

BD
CRD#: 17914
MINNEAPOLIS, MN
Past

July 23, 1985 - October 3, 1986

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

October 19, 1983 - March 25, 1986

J.C. BRADFORD & CO.

BD
CRD#: 1287

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/3/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/22/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


AT
AGENCY TRADING GROUP, INC.
AGENCY TRADING GROUP, INC. | RASMALA INVESTMENTS (U.S.A.) INC. | IHILAL (USA) INC.

CRD#: 108887 / SEC#: , 8-53088

BD
Terminated by SEC on 11/10/2019
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/05/2000
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AGENCY TRADING GROUP HOLDINGS, INC.DIRECT OWNER
BRADFORD, SCOTT CURTISROSFP4213956
LENZMEIER, MICHAEL GERARDFINOP1500614
WHITAKER, JOHN WILLIAM JR.CEO, CCO, PRESIDENT AND SECRETARY4325772

Disclosures


Regulatory Event8

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AGENCY TRADING GROUP, INC.

CRD#: 108887

TRUST BUT VERIFY

Monitor John Miller

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics