Braden K. Miller

PURPOSEPATH CAPITAL

QUINCY, IL 62305

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CRD#: 7454155

Professional summary

Braden Kalb Miller, who also goes by Braden K Miller, Braden Kalb Miller, is a registered financial advisor currently at PURPOSEPATH CAPITAL, LLC located in Quincy, Illinois.

Braden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Braden has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Braden K Miller | Braden Kalb 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.

Entity Name: Doordash Investment related: No Address: San Francisco, California Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 1/1/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: deliver food for restaurants

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Braden Kalb Miller's 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

November 10, 2025 - Present

PURPOSEPATH CAPITAL, LLC

Office #1: 636 Hampshire Street Suite 205, Quincy, IL 62305

RIA

CRD#: 315556

QUINCY, IL

Past

May 30, 2023 - October 19, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

CENTERVILLE, OH

Past

August 22, 2022 - June 8, 2023

ONEAMERICA SECURITIES, INC.

CRD#: 4173

Eaton, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/19/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/26/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 8/21/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 6/29/2022

Securities Industry Essentials Examination

Current Firm

PURPOSEPATH CAPITAL, LLC

CRD#: 315556 / SEC#:

Illinois

Registered Investment Advisory firm - (3/9/2022 Approved)

Missouri

Registered Investment Advisory firm - (8/25/2021 Approved)

New York

Registered Investment Advisory firm - (12/13/2024 Terminated)

Texas

Registered Investment Advisory firm - (2/2/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

636 Hampshire Street Suite 205, Quincy, IL 62305

Mailing Address

Phone number

(888) 507-8158

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	385
AUM (Assets Under Management)	$ 65,985,623

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.

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Braden K. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Braden Kalb Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURPOSEPATH CAPITAL, LLC

J.P. MORGAN SECURITIES LLC

ONEAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2025

Series 63

Date: 11/26/2022

Series 6TO

Date: 8/21/2022

SIE

Date: 6/29/2022

Current Firm

PURPOSEPATH CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PURPOSEPATH CAPITAL, LLC

TRUST BUT VERIFY

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