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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

BENJAMIN MICHAEL MILLER

Advisor at MOMENTUM WEALTH STRATEGIES

COEUR D'ALENE, ID

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Search this name across graphsid dfx:ria:38f890a6-e481-ba15-92f6-30fbf4662e47

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 28, 2003 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: MOMENTUM WEALTH STRATEGIES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 4, 2000
First registration: Apr 28, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4180866

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
MOMENTUM WEALTH STRATEGIES	State registered	Jun 2, 2025	n/a	yes	COEUR D'ALENE, ID	Current employment
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Mar 16, 2015	Aug 29, 2025	no	COEUR D ALENE, ID\|OLYMPIA, WA\|Coeur d' Alene, ID\|COEUR D ALENE, ID	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	Jun 11, 2009	Mar 16, 2015	no	COEUR D'ALENE, ID	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Apr 28, 2003	Feb 22, 2005	no	COEUR D'ALENE, ID\|COEUR D'ALENE, ID	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
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	MOMENTUM WEALTH STRATEGIES	Aug 29, 2025	Jun 2, 2025	-88	Firm change after gap	RIA to state RIA
D.A. DAVIDSON & CO.	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Mar 16, 2015	Mar 16, 2015	0	Firm change	Other
A. G. EDWARDS & SONS, INC.	D.A. DAVIDSON & CO.	Feb 22, 2005	Jun 11, 2009	1,570	Firm change after gap	Other

Relationships

Registered with (4)

→ MOMENTUM WEALTH STRATEGIESRegistered adviserregistration: current employment
Jun 2, 2025 to presentfactForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 16, 2015 to Aug 29, 2025factForm ADV
→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
Jun 11, 2009 to Mar 16, 2015factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Apr 28, 2003 to Feb 22, 2005factForm ADV

Dated events

Occurred
Aug 29, 2025
Advisor changed firm
Benjamin Michael Miller left Financial Advocates Investment Management for Momentum Wealth Strategies (registered 2025-06-02)
Form ADVobserved 4 days ago