# CHARLES K MILLER

CHARLES K MILLER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with VALLEY WEALTH MANAGERS, INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VALLEY WEALTH MANAGERS, INC.](https://search.stillhousedata.com/firm/108879) | 2025-03-10 | present | Yes |
| [SYNOVUS SECURITIES, INC.](https://search.stillhousedata.com/firm/14023) | 2021-11-29 | 2024-02-05 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2021-04-06 | 2021-11-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2010-03-30 | 2010-09-17 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2006-10-20 | 2009-01-07 | — |
| [PFIC ADVISORS, INC.](https://search.stillhousedata.com/firm/138007) | 2006-08-15 | 2006-10-23 | — |
| [MORGAN KEEGAN & COMPANY, LLC](https://search.stillhousedata.com/firm/4161) | 2004-07-30 | 2005-11-10 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2003-02-28 | 2004-06-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1510072)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1510072.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.