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JM

John R. Miller

SOLEBURY CAPITAL LLC
New Hope, PA 18938
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CRD#: 6933635
JM

Professional summary


John R Miller is a registered financial professional currently at SOLEBURY CAPITAL LLC located in New Hope, Pennsylvania and PNC CAPITAL MARKETS LLC located in Pittsburgh, Pennsylvania.

John is registered as a RR (Registered Representative) and started their career in finance in 2018. John has worked at 6 firms and has passed the SIE, Series 99TO and Series 27 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) - BD


Click below to view John R Miller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

June 21, 2018 - Present

SOLEBURY CAPITAL LLC

Office #1: 400 South River Road, Suite 300, New Hope, PA 18938
BD
CRD#: 143299
New Hope, PA
Current

June 21, 2018 - Present

PNC CAPITAL MARKETS LLC

Office #1: 300 Fifth Avenue, Pittsburgh, PA 15222
BD
CRD#: 15647
Pittsburgh, PA
Past

April 16, 2019 - February 25, 2020

PNC FIG ADVISORY, INC.

BD
CRD#: 143093
ALLENTOWN, PA
Past

June 21, 2018 - October 12, 2018

HARRIS WILLIAMS

BD
CRD#: 113930
RICHMOND, VA
Past

June 21, 2018 - January 2, 2019

TROUT CAPITAL LLC

BD
CRD#: 131489
NEW YORK, NY
Past

June 21, 2018 - November 14, 2023

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA

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


General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PC
PNC CAPITAL MARKETS LLC
PNB BROKERAGE SERVICES, INC. | PNC SECURITIES CORP | PNC CAPITAL MARKETS, INC. | PNC CAPITAL MARKETS LLC

CRD#: 15647 / SEC#: , 8-32493

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


Main Address
300 Fifth Avenue 5th Floor, Pittsburgh, PA 15222
Mailing Address
1600 Market Street F2-f070-21-4, Philadelphia, PA 19103
Phone number
(215) 585-1079
Established
Pennsylvania since 12/01/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# 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#
PNC HOLDING, LLC.PARENT
BEGLEY, TERENCE PATRICKBOARD MEMBER4718949
BERNIER, JAMES STEVENSCHIEF EXECUTIVE OFFICER2849222
CESARIO, CONNIE KOZLOFFBOARD MEMBER4251140
DERESPIRIS, BRIAN GPRESIDENT, COO5399266
MCNELIS, BRIAN PATRICKBOARD MEMBER4886370
MILLER, JOHN RTREASURER AND FINOP6933635
MILLER, JOHN RPRINCIPAL FINANCIAL OFFICER6933635
PULLINS, MATTHEW MICHAELCHIEF FINANCIAL OFFICER4366952
PUMPHREY, MARY PATRICIACHIEF COMPLIANCE OFFICER2513345
PUMPHREY, MARY PATRICIACHIEF RISK OFFICER2513345
THOMAS, MICHAELCHAIRMAN2992653
TOBUN, ABIBOARD MEMBER4878954
WILLIAMS, TROY MATTHEWPRINCIPAL OPERATIONS OFFICER7763919

Disclosures


Regulatory Event10
Arbitration3

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


PNC CAPITAL MARKETS LLC

CRD#: 15647New Hope, PA 18938

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