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RIA / WealthAdvisor41 years in industry

DOUGLAS SHATTUCK MILLER

Advisor at CSP FINANCIAL GROUP LLC

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:47f7c0f5-dfd9-6894-1162-8284d6c929a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2001 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: CSP FINANCIAL GROUP LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 30, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 30, 1984
First registration: Jan 1, 2001
Dual registered: no
Other names: DOUG MILLER
IAPD individual key: 1156146

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
CSP FINANCIAL GROUP LLC	Independent wealth	May 29, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
LIFETYME FINANCIAL ADVISORS, LLC	State registered	Oct 11, 2019	Mar 21, 2024	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
BRIDGELIGHT CAPITAL LLC	Independent wealth	Apr 6, 2018	Sep 19, 2019	no	SCOTTSDALE, AZ	Previous registration
360 WEALTH MANAGEMENT, INC.	n/a	Dec 21, 2012	Mar 2, 2018	no	SCOTTSDALE, AZ	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Oct 27, 2011	Nov 1, 2012	no	SCOTTSDALE, AZ	Previous registration
CUE FINANCIAL GROUP, INC.	Former SEC adviser	Jan 1, 2001	Jan 6, 2010	no	PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ	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
LIFETYME FINANCIAL ADVISORS, LLC	CSP FINANCIAL GROUP LLC	Mar 21, 2024	May 29, 2024	69	Firm change	Other
BRIDGELIGHT CAPITAL LLC	LIFETYME FINANCIAL ADVISORS, LLC	Sep 19, 2019	Oct 11, 2019	22	Firm change	RIA to state RIA
360 WEALTH MANAGEMENT, INC.	BRIDGELIGHT CAPITAL LLC	Mar 2, 2018	Apr 6, 2018	35	Firm change	Other
SII INVESTMENTS, INC.	360 WEALTH MANAGEMENT, INC.	Nov 1, 2012	Dec 21, 2012	50	Firm change	Other
CUE FINANCIAL GROUP, INC.	SII INVESTMENTS, INC.	Jan 6, 2010	Oct 27, 2011	659	Firm change after gap	Other

Relationships

Registered with (6)

→ CSP FINANCIAL GROUP LLCRegistered adviserregistration: current employment
May 29, 2024 to presentfactForm ADV
→ LIFETYME FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 11, 2019 to Mar 21, 2024factForm ADV
→ BRIDGELIGHT CAPITAL LLCRegistered adviserregistration: previous registration
Apr 6, 2018 to Sep 19, 2019factForm ADV
→ 360 WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 21, 2012 to Mar 2, 2018factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 27, 2011 to Nov 1, 2012factForm ADV
→ CUE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jan 1, 2001 to Jan 6, 2010factForm ADV

Dated events

Occurred
Mar 21, 2024
Advisor changed firm
Douglas Shattuck Miller left Lifetyme Financial Advisors, Llc for Csp Financial Group Llc (registered 2024-05-29)
Form ADVobserved 6 days ago