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RIA / WealthAdvisor26 years in industry

WILLIAM BOYD MILLER

Advisor at SIMPLICITY WEALTH

SUMMIT, NJ | Mandeville, LA

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:c8a1bc53-3823-d481-4361-3eb9cbdc20d5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 28, 2012 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: SIMPLICITY WEALTH
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Jun 30, 2016
First registration: Apr 28, 2012
Dual registered: no
IAPD individual key: 4402079

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
SIMPLICITY WEALTH	Mixed wealth	Jul 3, 2023	n/a	yes	Mandeville, LA\|SUMMIT, NJ	Current employment
PRIMERICA ADVISORS	National bd RIA	Apr 28, 2012	May 3, 2023	no	MANDEVILLE, LA\|MANDEVILLE, LA\|MANDEVILLE, LA\|MANDEVILLE, LA	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
PRIMERICA ADVISORS	SIMPLICITY WEALTH	May 3, 2023	Jul 3, 2023	61	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ SIMPLICITY WEALTHRegistered adviserregistration: current employment
Jul 3, 2023 to presentfactForm ADV
→ PRIMERICA ADVISORSRegistered adviserregistration: previous registration
Apr 28, 2012 to May 3, 2023factForm ADV

Dated events

Occurred
May 3, 2023
Advisor changed firm
William Boyd Miller left Primerica Advisors for Simplicity Wealth (registered 2023-07-03)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8a1bc53-3823-d481-4361-3eb9cbdc20d5
First observed: Apr 28, 2012
Last observed: Sep 15, 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.

WILLIAM BOYD MILLER

Advisor at SIMPLICITY WEALTH

SUMMIT, NJ | Mandeville, LA

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:c8a1bc53-3823-d481-4361-3eb9cbdc20d5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:45 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SIMPLICITY WEALTH

Mixed wealth

Jul 3, 2023

n/a

yes

Mandeville, LA|SUMMIT, NJ

Current employment

PRIMERICA ADVISORS

National bd RIA

Apr 28, 2012

May 3, 2023

MANDEVILLE, LA|MANDEVILLE, LA|MANDEVILLE, LA|MANDEVILLE, LA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PRIMERICA ADVISORS

SIMPLICITY WEALTH

May 3, 2023

Jul 3, 2023

Firm change

Ibd to RIA