DFX Intelligence

J•••• M• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)35 years in industry

J•••• M• M••••••

Advisor at C••••• • A••••••••• I•••

TAMPA, FL | Miler, SD

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Search this name across graphsid dfx:ria:354c51a3-b4cb-3428-aec3-5b6ce3ce23de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2017 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: C••••• • A••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 10, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• • A••••••••• I•••	Independent wealth	Jul 17, 2019	n/a	yes	Miler, SD\|TAMPA, FL	Current employment
C•••••• F•••••••• S•••••••• I•••	Former SEC adviser	Mar 14, 2017	Jul 1, 2019	no	Minot, ND\|MILLER, SD\|MILLER, SD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• S•••••••• I•••	C••••• • A••••••••• I•••	Jul 1, 2019	Jul 17, 2019	16	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
8408:20999:SD:2019-07-01	Jul 1, 2019	Jul 17, 2019	MILLER, SD	Firm change

Relationships

Registered with (2)

→ C••••• • A••••••••• I•••Registered adviserregistration: current employment
Jul 17, 2019 to presentfactForm ADV
→ C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 14, 2017 to Jul 1, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:354c51a3-b4cb-3428-aec3-5b6ce3ce23de
First observed: Mar 14, 2017
Last observed: Sep 14, 2026 9 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.