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RIA / WealthAdvisor24 years in industry

MICHAEL DAVID MILLER

Advisor at PRINCIPIA WEALTH ADVISORY, LLC

DALLAS, TX

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Search this name across graphsid dfx:ria:7eab9d5c-2e83-4a83-efac-d8ff16444711

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2002 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: PRINCIPIA WEALTH ADVISORY, 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, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Nov 30, 2001
First registration: Jun 11, 2002
Dual registered: no
Other names: MIKE MILLER
IAPD individual key: 4532677

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
PRINCIPIA WEALTH ADVISORY, LLC	Independent wealth	Jan 4, 2020	n/a	yes	DALLAS, TX	Current employment
TRUE NORTH ADVISORS, LLC	Independent wealth	Aug 23, 2017	Jan 3, 2020	no	DALLAS, TX	Previous registration
TRUE NORTH ADVISORS, LLC	Independent wealth	Dec 12, 2014	Dec 31, 2016	no	DALLAS, TX	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Mar 21, 2006	Dec 12, 2014	no	DALLAS, TX	Previous registration
MDM CAPITAL ADVISORS, LLC	n/a	Feb 26, 2003	Mar 21, 2006	no	DALLAS, TX	Previous registration
MDM CAPITAL ADVISORS, LLC	n/a	Jun 11, 2002	Dec 31, 2002	no	DALLAS, TX	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
TRUE NORTH ADVISORS, LLC	PRINCIPIA WEALTH ADVISORY, LLC	Jan 3, 2020	Jan 4, 2020	1	Firm change	RIA to RIA
WFG ADVISORS, LP	TRUE NORTH ADVISORS, LLC	Dec 12, 2014	Dec 12, 2014	0	Firm change	Other
MDM CAPITAL ADVISORS, LLC	WFG ADVISORS, LP	Mar 21, 2006	Mar 21, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ PRINCIPIA WEALTH ADVISORY, LLCRegistered adviserregistration: current employment
Jan 4, 2020 to presentfactForm ADV
→ TRUE NORTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 23, 2017 to Jan 3, 2020factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Mar 21, 2006 to Dec 12, 2014factForm ADV
→ MDM CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 26, 2003 to Mar 21, 2006factForm ADV

Dated events

No dated event names this entity yet.