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

WATERLOO CAPITAL

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

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom 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

S66

First exam

Jun 28, 2017

First registration

Jul 17, 2017

Dual registered

no

Other names

Grayson Elizabeth Miller|GRAYSON ELIZABETH MILLER

IAPD individual key

6203202

• Occurred

  Aug 19, 2025
  Advisor changed firm

  Grayson Elizabeth Miller left Oxford Financial Group, Ltd for Waterloo Capital (registered 2026-07-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8183d61a-10b8-4f16-2a30-91bd3f141269

First observed

Jul 17, 2017

Last observed

Sep 15, 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.