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RIA / WealthAdvisorCertified Financial Planner17 years in industry

STEVEN MICHAEL MILLIGAN

Advisor at ADVISORY ALPHA, LLC

Norfolk, VA | HOLLAND, MI

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Search this name across graphsid dfx:ria:ce261f9f-93f6-c3e0-4e99-edeb4af109a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Dec 9, 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: ADVISORY ALPHA, LLC
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: Dec 6, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Dec 6, 2008
First registration: Dec 9, 2008
Dual registered: no
Other names: MIKE MILLIGAN|S MIKE MILLIGAN|MICHAEL MILLIGAN|S MICHAEL MILLIGAN
IAPD individual key: 5606511

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
ADVISORY ALPHA, LLC	Independent wealth	Aug 20, 2025	n/a	yes	HOLLAND, MI\|Norfolk, VA	Current employment
JB WEALTH ADVISORS LLC	No RAUM reported	Oct 26, 2023	Aug 20, 2025	no	NORFOLK, VA\|NASHVILLE, TN	Previous registration
SIMPLICITY WEALTH	Mixed wealth	Sep 14, 2023	Mar 13, 2024	no	SUMMIT, NJ\|Norfolk, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 29, 2022	Jul 11, 2023	no	NORFOLK, VA\|Norfolk, VA\|FORT MILL, SC\|SPRING LAKE, NJ\|LAKEWOOD, NJ\|BRICK, NJ	Previous registration
CREATIVEONE SECURITIES, LLC	Bd affiliated wealth	Sep 30, 2021	May 4, 2022	no	NORFOLK, VA\|OVERLAND PARK, KS\|OVERLAND PARK, KS\|NORFOLK, VA	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Aug 14, 2018	Oct 1, 2021	no	Virginia Beach, VA\|Virginia Beach, VA\|KILMARNOCK, VA	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Dec 21, 2016	Oct 29, 2018	no	Norfolk, VA\|Norfolk, VA	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Jan 3, 2012	Nov 3, 2016	no	NORFOLK, VA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 9, 2008	Jan 18, 2012	no	VIRGINIA BEACH, VA	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
JB WEALTH ADVISORS LLC	ADVISORY ALPHA, LLC	Aug 20, 2025	Aug 20, 2025	0	Firm change	Other
SIMPLICITY WEALTH	JB WEALTH ADVISORS LLC	Mar 13, 2024	Oct 26, 2023	-139	Firm change after gap	RIA to new firm
LPL FINANCIAL LLC	SIMPLICITY WEALTH	Jul 11, 2023	Sep 14, 2023	65	Firm change	Ibd to RIA
CREATIVEONE SECURITIES, LLC	LPL FINANCIAL LLC	May 4, 2022	Apr 29, 2022	-5	Firm change	Ibd to RIA
OSAIC INSTITUTIONS, INC.	CREATIVEONE SECURITIES, LLC	Oct 1, 2021	Sep 30, 2021	-1	Firm change	Ibd to ibd
BROOKSTONE WEALTH ADVISORS, LLC	OSAIC INSTITUTIONS, INC.	Oct 29, 2018	Aug 14, 2018	-76	Firm change after gap	RIA to ibd
ON INVESTMENT MANAGEMENT CO	BROOKSTONE WEALTH ADVISORS, LLC	Nov 3, 2016	Dec 21, 2016	48	Firm change	Other
MSI FINANCIAL SERVICES, INC.	ON INVESTMENT MANAGEMENT CO	Jan 18, 2012	Jan 3, 2012	-15	Firm change	Other

Relationships

Registered with (9)

→ ADVISORY ALPHA, LLCRegistered adviserregistration: current employment
Aug 20, 2025 to presentfactForm ADV
→ JB WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Oct 26, 2023 to Aug 20, 2025factForm ADV
→ SIMPLICITY WEALTHRegistered adviserregistration: previous registration
Sep 14, 2023 to Mar 13, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 29, 2022 to Jul 11, 2023factForm ADV
→ CREATIVEONE SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 30, 2021 to May 4, 2022factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Aug 14, 2018 to Oct 1, 2021factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 21, 2016 to Oct 29, 2018factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Jan 3, 2012 to Nov 3, 2016factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 9, 2008 to Jan 18, 2012factForm ADV

Dated events

Occurred
Aug 20, 2025
Advisor changed firm
Steven Michael Milligan left Jb Wealth Advisors Llc for Advisory Alpha, Llc (registered 2025-08-20)
Form ADVobserved 6 days ago
Occurred
Mar 13, 2024
Advisor changed firm
Steven Michael Milligan left Simplicity Wealth for Jb Wealth Advisors Llc (registered 2023-10-26)
Form ADVobserved 6 days ago
Occurred
Jul 11, 2023
Advisor changed firm
Steven Michael Milligan left Lpl Financial Llc for Simplicity Wealth (registered 2023-09-14)
Form ADVobserved 6 days ago
Occurred
May 4, 2022
Advisor changed firm
Steven Michael Milligan left Creativeone Securities, Llc for Lpl Financial Llc (registered 2022-04-29)
Form ADVobserved 6 days ago