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

EDWARD JONES

Current firm class

national broker-dealer RIAderived

Book size

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

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 7, 2024

First registration

Jun 20, 2024

Dual registered

yes, broker-dealer

Other names

Bill Miller

IAPD individual key

7942513

• Occurred

  Apr 29, 2026
  Advisor changed firm

  William Miller left Stifel, Nicolaus & Company, Incorporated for Edward Jones (registered 2026-04-28)

  Form ADVobserved 5 days ago
• Occurred

  Nov 8, 2024
  Advisor changed firm

  William Miller left Florida Financial Advisors, Llc for Stifel, Nicolaus & Company, Incorporated (registered 2025-04-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:514cd856-773c-d327-1348-cf9f3c7b5d40

First observed

Jun 20, 2024

Last observed

Sep 14, 2026 6 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.