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LM

Leonard J. Miller

Some features on this profile are disabled
CRD#: 4189967
LM

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.

Leonard Joseph Miller, who also goes by Len Miller, was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 2000. Leonard had worked at 3 firms and has passed the Series 66, SIE, Series 82 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Len Miller

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.
1. LEONARD J. MILLER & ASSOC. CHTD: 425 ST. PAUL PLACE, BALTIMORE, MD. NON-SECURITIES RELATED, PRESIDENT. COMPENSATION IS RECEIVED VIA SALARY, BONUS AND DISTRIBUTIONS. HOURS VARY AND ARE TYPICALLY KEPT DURING REGULAR BUSINESS HOURS. CERTIFIED PUBLIC ACCOUNTANTS, PROVIDE AUDIT, TAX, CONSULTING SERVICES. 2. STRATEGY ONE GROUP, LLC: 34 SPARKS FARM RD, SPARKS, MD 21152. NON-SECURITIES RELATED, MEMBER. COMPENSATION RECEIVED VIA DISTRIBUTIONS. HOURS AS REQUIRED DURING REGULAR BUSINESS HOURS. NON-BROKER DEALER INVESTMENT BANKING ACTIVITIES TO INCLUDE M&A ASSET SALES, CONSULTING, ADVISORY, DUE DILIGENCE, AND SUCCESSION/EXIT PLANNING CONSULTING. 3. RENTAL PROPERTY: BALTIMORE, MD. NON-SECURITIES RELATED, PARTNER. COMPENSATION RECEIVED VIA DISTRIBUTIONS. HOURS AS REQUIRED DURING REGULAR BUSINESS HOURS. REAL ESTATE RENTAL PROPERTY. NEGOTIATE LEASE AND CONTRACT FOR BUILDING SERVICES MAINTENANCE, CLEANING, ETC. 4. DECISION, LLC: 425 ST. PAUL PLACE, BALTIMORE, MD. ENTITY IS SECURITIES RELATED, RR ACTIVITY WITHIN ENTITY NOT SECURITIES RELATED, MEMBER. COMPENSATION RECEIVED VIA DISTRIBUTIONS. MINIMAL HOURS DEVOTED TO ENTITY. LIFE INSURANCE BUSINESS. 5. REVERE BANK: ADVISER TO REGIONAL BOARD, NOT A BOARD MEMBER. NON-SECURITIES RELATED, ATTENDS BOARD MEETINGS TO DISCUSS THE BUSINESS ECONOMIC ENVIRONMENT IN THEIR LOCAL AREA. COMPENSATION VARIES AT THE DISCRETION OF THE BOARD. HOURS ARE LIMITED, RR PARTICIPATES IN VARIOUS BOARD MEETINGS A FEW TIMES PER YEAR TYPICALLY 1-2 HOURS PER MEETING.

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

August 4, 2015 - November 29, 2019

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

July 2, 2012 - January 31, 2023

DECISIONS, LLC

RIA
CRD#: 118960
BALTIMORE, MD
Past

August 1, 2000 - March 16, 2007

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
TOWSON, MD
Past

March 28, 2000 - March 17, 2006

DECISIONS, LLC

RIA
CRD#: 118960
BALTIMORE, MD

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
IAR
Series 66
Date: 3/25/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 82
Date: 8/4/2015
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 7
Date: 7/31/2000
General Securities Representative Examination

Current Firm

SC
STILLPOINT CAPITAL, LLC
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: , 8-66688

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Phone number
(813) 891-9100
Established
Florida since 04/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMY C. CROSS, P.A.OWNER
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
CROSS, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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

STILLPOINT CAPITAL, LLC

CRD#: 133146

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