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RIA / WealthAdvisorCertified Financial Planner16 years in industry

SHANE CHRISTOPHER MILLER

Advisor at PRIME CAPITAL FINANCIAL

OVERLAND PARK, KS | Ft. Worth, TX

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Search this name across graphsid dfx:ria:18d816cd-c35b-5606-7281-1b19908a3fd5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2011 to Sep 15, 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: PRIME CAPITAL FINANCIAL
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: Aug 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 9, 2010
First registration: Jan 4, 2011
Dual registered: no
IAPD individual key: 5750662

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
PRIME CAPITAL FINANCIAL	Mixed wealth	Apr 1, 2026	n/a	yes	Ft. Worth, TX\|OVERLAND PARK, KS	Current employment
WPWEALTH LLP	Independent wealth	Nov 14, 2013	Jan 13, 2026	no	FORT WORTH, TX	Previous registration
MILESTONE WEALTH STRATEGIES	State registered	Jul 20, 2012	Jun 12, 2013	no	PLANO, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 4, 2011	Jun 22, 2012	no	PLANO, 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
WPWEALTH LLP	PRIME CAPITAL FINANCIAL	Jan 13, 2026	Apr 1, 2026	78	Firm change	RIA to RIA
MILESTONE WEALTH STRATEGIES	WPWEALTH LLP	Jun 12, 2013	Nov 14, 2013	155	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MILESTONE WEALTH STRATEGIES	Jun 22, 2012	Jul 20, 2012	28	Firm change	Other

Relationships

Registered with (4)

→ PRIME CAPITAL FINANCIALRegistered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ WPWEALTH LLPRegistered adviserregistration: previous registration
Nov 14, 2013 to Jan 13, 2026factForm ADV
→ MILESTONE WEALTH STRATEGIESRegistered adviserregistration: previous registration
Jul 20, 2012 to Jun 12, 2013factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 4, 2011 to Jun 22, 2012factForm ADV

Dated events

Occurred
Jan 13, 2026
Advisor changed firm
Shane Christopher Miller left Wpwealth Llp for Prime Capital Financial (registered 2026-04-01)
Form ADVobserved 5 days ago