Miles G. Ouren
Professional summary
Miles G Ouren, who also goes by Miles Gehart Ouren, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in College Station, Texas and TRUIST INVESTMENT SERVICES, INC. located in Houston, Texas.
Miles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Miles has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Miles G Ouren's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2717 Texas Ave S Fl 1, College Station, TX 77840February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1155 Dairy Ashford Rd, Houston, TX 77079Office #2: 10011 Cypresswood Dr, Houston, TX 77070Office #3: 2717 Texas Ave S, College Station, TX 77840Office #4: 18410 Interstate 45 S, Shenandoah, TX 77384Office #5: 1660 Briarcrest Dr, Bryan, TX 77802Office #6: 1640 Lake Woodlands Dr Ste D, The Woodlands, TX 77380Office #7: 201 S Texas Ave, Bryan, TX 77803Office #8: 711 University Dr Ste 300, College Station, TX 77840Office #9: 4880 Sweetwater Blvd, Sugar Land, TX 77479January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
September 15, 2014 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
September 15, 2014 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
December 12, 2011 - August 29, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 5, 2011 - August 29, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/17/2021)
(1/2/2025)
(9/1/2022)
(2/17/2021)
(2/26/2021)
(2/17/2021)
(8/27/2025)
(7/20/2022)
(6/3/2022)
(9/25/2024)
(10/4/2022)
(10/20/2022)
(3/27/2024)
(10/20/2022)
(2/17/2021)
(6/6/2022)
(5/2/2022)
(10/27/2025)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(11/3/2022)
(2/17/2021)
(6/27/2025)
(4/14/2022)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
