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Drew Miller

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CRD#: 3064684
DM

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.

Drew Miller, who also goes by Raymond A Miller Jr, was a registered financial professional .

Drew is a previously registered financial professional and started their career in finance in 1998. Drew had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Raymond A Miller Jr

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

April 5, 2016 - December 31, 2016

FINANCIAL THREAT ANALYSIS LLC

RIA
CRD#: 282260
COLORADO SPRINGS, CO
Past

October 25, 2001 - October 2, 2008

H. ROARK & ASSOCIATES, INC.

BD
CRD#: 112898
RENO, NV
Past

November 11, 1998 - February 21, 2001

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OMAHA, NE
Past

July 24, 1998 - October 27, 1998

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

February 25, 1998 - December 31, 2007

HEARTLAND MANAGEMENT CONSULTING GROUP

RIA
CRD#: 128715
PAPILLION, NE

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
IAR
Series 65
Date: 11/3/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FT
FINANCIAL THREAT ANALYSIS LLC
FINANCIAL THREAT ANALYSIS LLC

CRD#: 282260 / SEC#:

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Contact information


Main Address
Colorado Springs, CO
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


FINANCIAL THREAT ANALYSIS LLC

CRD#: 282260

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