DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner21 years in industry

Lance Millar

Advisor at ASHTON THOMAS PRIVATE WEALTH

SCOTTSDALE, AZ | SAN FRANCISCO, CA

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:a130e5b2-02d7-ff74-ffe1-6571c7e25591

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 20, 2005 to Sep 15, 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: ASHTON THOMAS PRIVATE WEALTH
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 16, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 16, 2005
First registration: Sep 20, 2005
Dual registered: no
Other names: LANCE A MILLAR|LANCE ALVA MILLAR
IAPD individual key: 4987888

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
ASHTON THOMAS PRIVATE WEALTH	Independent wealth	May 25, 2025	n/a	yes	SCOTTSDALE, AZ\|SAN FRANCISCO, CA	Current employment
SVB WEALTH	Independent wealth	Dec 16, 2014	Jun 10, 2025	no	PALM BEACH GARDENS, FL\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|San Francisco, CA	Previous registration
BANYAN PARTNERS, LLC	Former SEC adviser	Mar 1, 2011	Nov 26, 2014	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	Previous registration
15430 ENDEAVOUR DRIVE, INC.	n/a	Mar 30, 2007	Mar 1, 2011	no	JUPITER, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 20, 2005	Aug 16, 2006	no	WEST PALM BEACH, FL\|PALM BEACH, FL	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
SVB WEALTH	ASHTON THOMAS PRIVATE WEALTH	Jun 10, 2025	May 25, 2025	-16	Firm change	RIA to RIA
BANYAN PARTNERS, LLC	SVB WEALTH	Nov 26, 2014	Dec 16, 2014	20	Bulk transfer	Other
15430 ENDEAVOUR DRIVE, INC.	BANYAN PARTNERS, LLC	Mar 1, 2011	Mar 1, 2011	0	Firm change	Other
UBS FINANCIAL SERVICES INC.	15430 ENDEAVOUR DRIVE, INC.	Aug 16, 2006	Mar 30, 2007	226	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
172832:153902:CA:2025-06-10	Jun 10, 2025	May 25, 2025	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (5)

→ ASHTON THOMAS PRIVATE WEALTHRegistered adviserregistration: current employment
May 25, 2025 to presentfactForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Dec 16, 2014 to Jun 10, 2025factForm ADV
→ BANYAN PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 1, 2011 to Nov 26, 2014factForm ADV
→ 15430 ENDEAVOUR DRIVE, INC.Registered adviserregistration: previous registration
Mar 30, 2007 to Mar 1, 2011factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 20, 2005 to Aug 16, 2006factForm ADV

Dated events

Occurred
Jun 10, 2025
Advisor changed firm
Lance Millar left Svb Wealth for Ashton Thomas Private Wealth (registered 2025-05-25)
Form ADVobserved 6 days ago