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RIA / WealthAdvisorCertified Financial Planner25 years in industry

MILTON DALE THIEL

Advisor at TRINITY NECHES

SUGAR LAND, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2002 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: TRINITY NECHES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 28, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 28, 2001
First registration: Aug 16, 2002
Dual registered: no
Other names: CHIP THIEL
IAPD individual key: 4345473

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
TRINITY NECHES	Independent wealth	Feb 23, 2016	n/a	yes	SUGAR LAND, TX	Current employment
ASCENSION CAPITAL ADVISORS, INC.	Independent wealth	Jan 5, 2006	Jan 22, 2016	no	HOUSTON, TX	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Jan 3, 2003	Mar 10, 2005	no	SUGARLAND, TX	Previous registration
OSAIC FA, INC.	Former SEC adviser	Aug 16, 2002	Nov 11, 2002	no	HOUSTON, TX	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
ASCENSION CAPITAL ADVISORS, INC.	TRINITY NECHES	Jan 22, 2016	Feb 23, 2016	32	Firm change	Other
AMERICAN GENERAL SECURITIES INCORPORATED	ASCENSION CAPITAL ADVISORS, INC.	Mar 10, 2005	Jan 5, 2006	301	Firm change	Other
OSAIC FA, INC.	AMERICAN GENERAL SECURITIES INCORPORATED	Nov 11, 2002	Jan 3, 2003	53	Firm change	Other

Relationships

Registered with (4)

→ TRINITY NECHESRegistered adviserregistration: current employment
Feb 23, 2016 to presentfactForm ADV
→ ASCENSION CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 5, 2006 to Jan 22, 2016factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Jan 3, 2003 to Mar 10, 2005factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Aug 16, 2002 to Nov 11, 2002factForm ADV

Dated events

No dated event names this entity yet.