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

Thomas W. Miller

Some features on this profile are disabled
CRD#: 1409560
TM

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.

Thomas Walter Miller was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1985. Thomas had worked at 8 firms and has passed the Series 63 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 13, 2002 - November 23, 2005

INTEGRITY BROKERAGE, LLC

BD
CRD#: 117589
SEATTLE, WA
Past

March 4, 2002 - September 3, 2002

CARDINAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 24605
MIAMI, FL
Past

August 31, 2001 - November 26, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

November 10, 2000 - August 31, 2001

SSI SECURITIES CORP.

BD
CRD#: 8275
BOCA RATON, FL
Past

September 24, 1990 - January 2, 2001

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

June 20, 1988 - May 11, 1990

WELLSHIRE SECURITIES, INC.

BD
CRD#: 17939
Past

August 14, 1986 - April 21, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 24, 1985 - July 22, 1986

MICHELIN AND COMPANY, INC.

BD
CRD#: 14447

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: 12/3/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


IB
INTEGRITY BROKERAGE, LLC
HELMLE, JOSHUA NATHAN | MF MANAGEMENT | INTEGRITY, LLC | INTEGRITY CAPITAL MANAGEMENT | INTEGRITY BROKERAGE, LLC | INTEGRITY BROKERAGE SERVICES, INC. | INTEGRITY BROKERAGE SERVICES

CRD#: 117589 / SEC#: , 8-53604

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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
720 Seneca St Ste 107, Monterey Park, CA 98101
Mailing Address
453 S Spring St Ste 400 Pmb 285, Los Angeles, CA 90013
Phone number
(949) 294-9833
Established
California since 08/01/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WONG, DAVID WEICEO/CCO/CFO4689031
DE LUZ, MICHAEL KFINANCIAL OPERATIONS PRINCIPAL2526894
LAWSON, SEAN CHRISTOPHERPRINCIPAL2536371

Disclosures


Regulatory Event3

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


INTEGRITY BROKERAGE, LLC

CRD#: 117589

TRUST BUT VERIFY

Monitor Thomas 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