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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Brittney Michelle Miller

Advisor at THAYER FINANCIAL, L.L.C.

HICKORY, NC

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Search this name across graphsid dfx:ria:88231b41-e4ee-1718-9d8c-988d7fcddd31

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Nov 14, 2012 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: THAYER FINANCIAL, L.L.C.
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 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Nov 1, 2012
First registration: Nov 14, 2012
Dual registered: no
Other names: BRITTNEY MICHELLE WHETSEL|BRITTNEY MICHELLE MILLER|Brittney M Miller
IAPD individual key: 6058531

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
THAYER FINANCIAL, L.L.C.	Independent wealth	Sep 8, 2024	n/a	yes	HICKORY, NC	Current employment
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Nov 24, 2021	Mar 1, 2022	no	Belmont, NC\|DALLAS, TX	Previous registration
DEMPSEY LORD SMITH, LLC	Former SEC adviser	Apr 16, 2021	Sep 21, 2021	no	ROME, GA\|ROME, GA\|Belmont, NC\|ROME, GA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Aug 22, 2019	May 18, 2021	no	CHARLOTTE, NC	Previous registration
CAROLINAS INVESTMENT CONSULTING LLC	Former SEC adviser	Apr 6, 2019	May 3, 2019	no	CHARLOTTE, NC	Previous registration
BUTCHERJOSEPH ASSET MANAGEMENT, LLC	n/a	Nov 27, 2018	Mar 29, 2019	no	CHARLOTTE, NC	Previous registration
CG ADVISORY SERVICES	Independent wealth	Sep 17, 2018	Nov 14, 2018	no	Fort Mill, SC\|WILLIAMSTON, MI	Previous registration
BUTCHERJOSEPH ASSET MANAGEMENT, LLC	n/a	Jan 22, 2018	Aug 31, 2018	no	CHARLOTTE, NC	Previous registration
ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC	Former SEC adviser	Sep 28, 2015	Jan 10, 2018	no	CHARLESTON, WV	Previous registration
J.J.B. HILLIARD, W.L. LYONS, LLC	Former SEC adviser	Apr 7, 2014	May 7, 2015	no	CHARLESTON, WV\|SCOTT DEPOT, WV	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 18, 2014	Mar 21, 2014	no	CHARLESTON, WV	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 14, 2012	Nov 25, 2013	no	CHARLESTON, WV	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
COPPELL ADVISORY SOLUTIONS LLC	THAYER FINANCIAL, L.L.C.	Mar 1, 2022	Sep 8, 2024	922	Firm change after gap	RIA to RIA
DEMPSEY LORD SMITH, LLC	COPPELL ADVISORY SOLUTIONS LLC	Sep 21, 2021	Nov 24, 2021	64	Firm change	RIA to RIA
RBC CAPITAL MARKETS, LLC	DEMPSEY LORD SMITH, LLC	May 18, 2021	Apr 16, 2021	-32	Firm change after gap	Ibd to RIA
CAROLINAS INVESTMENT CONSULTING LLC	RBC CAPITAL MARKETS, LLC	May 3, 2019	Aug 22, 2019	111	Firm change	RIA to ibd
BUTCHERJOSEPH ASSET MANAGEMENT, LLC	CAROLINAS INVESTMENT CONSULTING LLC	Mar 29, 2019	Apr 6, 2019	8	Firm change	Other
CG ADVISORY SERVICES	BUTCHERJOSEPH ASSET MANAGEMENT, LLC	Nov 14, 2018	Nov 27, 2018	13	Firm change	Other
BUTCHERJOSEPH ASSET MANAGEMENT, LLC	CG ADVISORY SERVICES	Aug 31, 2018	Sep 17, 2018	17	Firm change	Other
ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC	BUTCHERJOSEPH ASSET MANAGEMENT, LLC	Jan 10, 2018	Jan 22, 2018	12	Firm change	Other
J.J.B. HILLIARD, W.L. LYONS, LLC	ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC	May 7, 2015	Sep 28, 2015	144	Firm change	Other
J.P. MORGAN SECURITIES LLC	J.J.B. HILLIARD, W.L. LYONS, LLC	Mar 21, 2014	Apr 7, 2014	17	Firm change	Other
WELLS FARGO ADVISORS	J.P. MORGAN SECURITIES LLC	Nov 25, 2013	Mar 18, 2014	113	Firm change	Wirehouse to wirehouse

Relationships

Registered with (11)

→ THAYER FINANCIAL, L.L.C.Registered adviserregistration: current employment
Sep 8, 2024 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Nov 24, 2021 to Mar 1, 2022factForm ADV
→ DEMPSEY LORD SMITH, LLCRegistered adviserregistration: previous registration
Apr 16, 2021 to Sep 21, 2021factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Aug 22, 2019 to May 18, 2021factForm ADV
→ CAROLINAS INVESTMENT CONSULTING LLCRegistered adviserregistration: previous registration
Apr 6, 2019 to May 3, 2019factForm ADV
→ BUTCHERJOSEPH ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 27, 2018 to Mar 29, 2019factForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 17, 2018 to Nov 14, 2018factForm ADV
→ ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Sep 28, 2015 to Jan 10, 2018factForm ADV
→ J.J.B. HILLIARD, W.L. LYONS, LLCRegistered adviserregistration: previous registration
Apr 7, 2014 to May 7, 2015factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Mar 18, 2014 to Mar 21, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 14, 2012 to Nov 25, 2013factForm ADV

Dated events

Occurred
Mar 1, 2022
Advisor changed firm
Brittney Michelle Miller left Coppell Advisory Solutions Llc for Thayer Financial, L.L.C. (registered 2024-09-08)
Form ADVobserved 4 days ago