DFX Intelligence

Data Factory

RIA / WealthAdvisor19 years in industry

CORTNEY B MILNER

Advisor at VEERY CAPITAL, LLC

WEST CHESTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12827add-009c-420c-8055-4dca7a7d240a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2012 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: VEERY CAPITAL, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 21, 2008
First registration: Mar 6, 2012
Dual registered: no
IAPD individual key: 5420374

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
VEERY CAPITAL, LLC	Mixed wealth	Oct 3, 2018	n/a	yes	WEST CHESTER, PA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 28, 2014	Oct 10, 2018	no	WILMINGTON, DE	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 6, 2012	Oct 4, 2012	no	WEST CHESTER, PA	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	VEERY CAPITAL, LLC	Oct 10, 2018	Oct 3, 2018	-7	Firm change	Ibd to new firm
SECURIAN FINANCIAL SERVICES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Oct 4, 2012	Mar 28, 2014	540	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134139:298465:DE:2018-10-10	Oct 10, 2018	Oct 3, 2018	WILMINGTON, DE	Firm change

Relationships

Registered with (3)

→ VEERY CAPITAL, LLCRegistered adviserregistration: current employment
Oct 3, 2018 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 28, 2014 to Oct 10, 2018factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 6, 2012 to Oct 4, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12827add-009c-420c-8055-4dca7a7d240a
First observed: Mar 6, 2012
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORTNEY B MILNER

Advisor at VEERY CAPITAL, LLC

WEST CHESTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12827add-009c-420c-8055-4dca7a7d240a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

VEERY CAPITAL, LLC

Mixed wealth

Oct 3, 2018

n/a

yes

WEST CHESTER, PA

Current employment

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Bd affiliated wealth

Mar 28, 2014

Oct 10, 2018

WILMINGTON, DE

Previous registration

SECURIAN FINANCIAL SERVICES, INC.

Former SEC adviser

Mar 6, 2012

Oct 4, 2012

WEST CHESTER, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

VEERY CAPITAL, LLC

Oct 10, 2018

Oct 3, 2018

-7

Firm change

Ibd to new firm

SECURIAN FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 4, 2012

Mar 28, 2014

540

Firm change after gap

Other

Team

Left

Joined

From

Kind

134139:298465:DE:2018-10-10

Oct 10, 2018

Oct 3, 2018

WILMINGTON, DE

Firm change