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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

KEVIN MICHAEL MILLER

Advisor at EDWARD JONES

PORTLAND, OR

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Search this name across graphsid dfx:ria:bcd6e2af-d594-741e-1717-5f1e271ba92d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 5, 2004 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: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 11, 1999
First registration: Nov 5, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 3267772

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
EDWARD JONES	National bd RIA	Oct 12, 2023	n/a	yes	PORTLAND, OR	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 17, 2022	Apr 13, 2023	no	WESTLAKE, TX\|Beaverton, OR	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 13, 2006	Oct 14, 2022	no	PORTLAND, OR\|Portland, OR	Previous registration
AMERITRADE ADVISORY SERVICES LLC	n/a	May 19, 2005	Dec 14, 2005	no	PORTLAND, OR	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Nov 5, 2004	Apr 13, 2023	no	PORTLAND, OR\|PORTLAND, OR	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
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	AMERITRADE ADVISORY SERVICES LLC	Apr 13, 2023	May 19, 2005	-6,538	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	EDWARD JONES	Apr 13, 2023	Oct 12, 2023	182	Firm change	Ibd to ibd
TD AMERITRADE, INC.	CHARLES SCHWAB & CO., INC.	Oct 14, 2022	Mar 17, 2022	-211	Channel change	Other
AMERITRADE ADVISORY SERVICES LLC	TD AMERITRADE, INC.	Dec 14, 2005	Jun 13, 2006	181	Firm change	Other

Relationships

Registered with (5)

→ EDWARD JONESRegistered adviserregistration: current employment
Oct 12, 2023 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 5, 2004 to Apr 13, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 17, 2022 to Apr 13, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 13, 2006 to Oct 14, 2022factForm ADV
→ AMERITRADE ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
May 19, 2005 to Dec 14, 2005factForm ADV

Dated events

Occurred
Apr 13, 2023
Advisor changed firm
Kevin Michael Miller left Charles Schwab & Co., Inc. for Edward Jones (registered 2023-10-12)
Form ADVobserved 5 days ago
Occurred
Apr 13, 2023
Advisor changed firm
Kevin Michael Miller left Td Ameritrade Investment Management, Llc for Ameritrade Advisory Services Llc (registered 2005-05-19)
Form ADVobserved 5 days ago