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RIA / WealthAdvisorCertified Financial Planner17 years in industry

RODD ROBERT MILLER

Advisor at MILLER WEALTH MANAGEMENT

GILBERT, AZ

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Search this name across graphsid dfx:ria:0d659ddf-1225-57af-3f46-68dd2ac1d7e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MILLER WEALTH MANAGEMENT
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 22, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 22, 2008
First registration: Mar 26, 2009
Dual registered: no
IAPD individual key: 4984062

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MILLER WEALTH MANAGEMENT	No RAUM reported	Aug 28, 2026	n/a	yes	GILBERT, AZ	Current employment
GOLDEN STATE WEALTH MANAGEMENT, LLC	Independent wealth	Sep 13, 2017	Aug 31, 2026	no	Carlsbad, CA\|POWELL, WY\|Carlsbad, CA\|Gilbert, AZ\|Gilbert, AZ	Previous registration
PFG ADVISORS	Independent wealth	Mar 6, 2015	Oct 13, 2017	no	CARLSBAD, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 17, 2011	Oct 8, 2020	no	SCOTTSDALE, AZ\|SAN DIEGO, CA\|GILBERT, AZ\|CARLSBAD, CA\|GILBERT, AZ	Previous registration
LUCIA CAPITAL GROUP	Former SEC adviser	Apr 13, 2010	Nov 18, 2011	no	SAN DIEGO, CA	Previous registration
RAYMOND J. LUCIA COMPANIES, INC.	n/a	Mar 26, 2009	Oct 19, 2010	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GOLDEN STATE WEALTH MANAGEMENT, LLC	MILLER WEALTH MANAGEMENT	Aug 31, 2026	Aug 28, 2026	-3	Firm change	RIA to new firm
LPL FINANCIAL LLC	PFG ADVISORS	Oct 8, 2020	Mar 6, 2015	-2,043	Firm change after gap	Other
PFG ADVISORS	GOLDEN STATE WEALTH MANAGEMENT, LLC	Oct 13, 2017	Sep 13, 2017	-30	Firm change	Other
LUCIA CAPITAL GROUP	LPL FINANCIAL LLC	Nov 18, 2011	Nov 17, 2011	-1	Firm change	Other
RAYMOND J. LUCIA COMPANIES, INC.	LUCIA CAPITAL GROUP	Oct 19, 2010	Apr 13, 2010	-189	Firm change after gap	Other

Relationships

Registered with (6)

→ MILLER WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ GOLDEN STATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 13, 2017 to Aug 31, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 17, 2011 to Oct 8, 2020factForm ADV
→ PFG ADVISORSRegistered adviserregistration: previous registration
Mar 6, 2015 to Oct 13, 2017factForm ADV
→ LUCIA CAPITAL GROUPRegistered adviserregistration: previous registration
Apr 13, 2010 to Nov 18, 2011factForm ADV
→ RAYMOND J. LUCIA COMPANIES, INC.Registered adviserregistration: previous registration
Mar 26, 2009 to Oct 19, 2010factForm ADV

Dated events

Occurred
Aug 31, 2026
Advisor changed firm
Rodd Robert Miller left Golden State Wealth Management, Llc for Miller Wealth Management (registered 2026-08-28)
Form ADVobserved 5 days ago