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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

Julie Michelle Miller

Advisor at U.S. BANCORP ADVISORS, LLC

Denver, CO

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Search this name across graphsid dfx:ria:ddb57e7b-bf2e-7bbf-7625-dea9319fc435

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2006 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: U.S. BANCORP ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 25, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jan 25, 2000
First registration: Aug 21, 2006
Dual registered: yes, broker-dealer
Other names: Julie Michelle Currie|Miki Miller|J Michelle Miller|Julie Miller
IAPD individual key: 3141293

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
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Feb 13, 2026	n/a	yes	Denver, CO	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Aug 2, 2021	Feb 13, 2026	no	Denver, CO\|Littleton, CO\|Littleton, CO\|SAINT PAUL, MN\|Denver, CO\|Denver, CO\|Grand Junction, CO\|Grand Junction, CO\|Fuita, CO\|Denver, CO\|Grand Junction, CO\|Aurora, CO\|Delta, CO	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Oct 5, 2018	Jul 30, 2021	no	Castle Rock, CO	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 7, 2017	Oct 1, 2018	no	Denver, CO\|AUSTIN, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 21, 2006	Jul 3, 2017	no	ENGLEWOOD, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO\|Lone Tree, CO	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
U.S. BANCORP INVESTMENTS, INC.	U.S. BANCORP ADVISORS, LLC	Feb 13, 2026	Feb 13, 2026	0	Bulk transfer	Ibd to ibd
PNC MANAGED ACCOUNT SOLUTIONS, INC.	U.S. BANCORP INVESTMENTS, INC.	Jul 30, 2021	Aug 2, 2021	3	Firm change	Ibd to ibd
KESTRA ADVISORY SERVICES, LLC	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Oct 1, 2018	Oct 5, 2018	4	Firm change	Ibd to ibd
CHARLES SCHWAB & CO., INC.	KESTRA ADVISORY SERVICES, LLC	Jul 3, 2017	Dec 7, 2017	157	Firm change	Other

Relationships

Registered with (5)

→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 2, 2021 to Feb 13, 2026factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Oct 5, 2018 to Jul 30, 2021factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Dec 7, 2017 to Oct 1, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 21, 2006 to Jul 3, 2017factForm ADV

Dated events

No dated event names this entity yet.