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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MARY Voll Miller

Advisor at MISSION WEALTH MANAGEMENT, LP

SANTA BARBARA, CA | Austin, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8aeff2fc-7f05-ce9d-bde3-1db655309831

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2008 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: MISSION WEALTH MANAGEMENT, LP
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 6, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 6, 2006
First registration: Jan 15, 2008
Dual registered: no
Other names: MARY ALICE MILLER|MARY ALICE VOLL MILLER|MARY ALICE MILLER|MARY VOLL MILLER|MARY ALICE VOLL
IAPD individual key: 5476488

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
MISSION WEALTH MANAGEMENT, LP	Independent wealth	Mar 2, 2023	n/a	yes	SANTA BARBARA, CA\|Austin, TX	Current employment
PER STIRLING CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 30, 2011	Mar 31, 2023	no	AUSTIN, TX	Previous registration
HILL COUNTRY WEALTH MANAGEMENT	n/a	Jul 7, 2011	Dec 4, 2014	no	AUSTIN, TX	Previous registration
CHOICE ADVISORY GROUP, INC.	Former SEC adviser	Jan 15, 2008	Sep 16, 2011	no	AUSTIN, 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
PER STIRLING CAPITAL MANAGEMENT, LLC	MISSION WEALTH MANAGEMENT, LP	Mar 31, 2023	Mar 2, 2023	-29	Firm change	RIA to RIA
HILL COUNTRY WEALTH MANAGEMENT	PER STIRLING CAPITAL MANAGEMENT, LLC	Dec 4, 2014	Sep 30, 2011	-1,161	Firm change after gap	Other
CHOICE ADVISORY GROUP, INC.	HILL COUNTRY WEALTH MANAGEMENT	Sep 16, 2011	Jul 7, 2011	-71	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151671:113057:TX:2023-03-31	Mar 31, 2023	Mar 2, 2023	AUSTIN, TX	Firm change

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Mar 2, 2023 to presentfactForm ADV
→ PER STIRLING CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 30, 2011 to Mar 31, 2023factForm ADV
→ HILL COUNTRY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 7, 2011 to Dec 4, 2014factForm ADV
→ CHOICE ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Jan 15, 2008 to Sep 16, 2011factForm ADV

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
Mary Voll Miller left Per Stirling Capital Management, Llc for Mission Wealth Management, Lp (registered 2023-03-02)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8aeff2fc-7f05-ce9d-bde3-1db655309831
First observed: Jan 15, 2008
Last observed: Sep 14, 2026 5 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.

MARY Voll Miller

Advisor at MISSION WEALTH MANAGEMENT, LP

SANTA BARBARA, CA | Austin, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8aeff2fc-7f05-ce9d-bde3-1db655309831

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MISSION WEALTH MANAGEMENT, LP

Independent wealth

Mar 2, 2023

n/a

yes

SANTA BARBARA, CA|Austin, TX

Current employment

PER STIRLING CAPITAL MANAGEMENT, LLC

Independent wealth

Sep 30, 2011

Mar 31, 2023

AUSTIN, TX

Previous registration

HILL COUNTRY WEALTH MANAGEMENT

n/a

Jul 7, 2011

Dec 4, 2014

AUSTIN, TX

Previous registration

CHOICE ADVISORY GROUP, INC.

Former SEC adviser

Jan 15, 2008

Sep 16, 2011

AUSTIN, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PER STIRLING CAPITAL MANAGEMENT, LLC

MISSION WEALTH MANAGEMENT, LP

Mar 31, 2023

Mar 2, 2023

-29

Firm change

RIA to RIA

HILL COUNTRY WEALTH MANAGEMENT

PER STIRLING CAPITAL MANAGEMENT, LLC

Dec 4, 2014

Sep 30, 2011

-1,161

Firm change after gap

Other

CHOICE ADVISORY GROUP, INC.

HILL COUNTRY WEALTH MANAGEMENT

Sep 16, 2011

Jul 7, 2011

-71

Firm change after gap

Other

Team

Left

Joined

From

Kind

151671:113057:TX:2023-03-31

Mar 31, 2023

Mar 2, 2023

AUSTIN, TX

Firm change