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.

Current firm

ASSETMARK, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 25, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 25, 1997

First registration

Jul 13, 2004

Dual registered

no

Other names

STEVE MILLER|STEVE BRADFORD MILLER|STEVEN MILLER

IAPD individual key

2941806

• Occurred

  Jun 1, 2026
  Advisor changed firm

  Steven Bradford Miller left Efficient Advisors for Assetmark, Inc. (registered 2026-06-24)

  Form ADVobserved 4 days ago
• Occurred

  Dec 1, 2023
  Advisor changed firm

  Steven Bradford Miller left Sowell Management for Efficient Advisors (registered 2021-05-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3a8d310d-7ded-6321-bdab-d480463a581f

First observed

Jul 13, 2004

Last observed

Sep 14, 2026 5 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.