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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

LISA MCMILLION

Advisor at NEWEDGE ADVISORS

Hammond, LA | NEW ORLEANS, 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:e317dc6d-9f6d-eac6-c6dd-f51ce3915cf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 28, 2009 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: NEWEDGE ADVISORS
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: Mar 20, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 20, 2008
First registration: Apr 28, 2009
Dual registered: yes, broker-dealer
Other names: LISA Schillace MCMILLION|LISA N MCMILLION|Lisa N Schillace
IAPD individual key: 5330431

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
NEWEDGE ADVISORS	Bd affiliated wealth	Mar 25, 2024	n/a	yes	NEW ORLEANS, LA\|Hammond, LA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Dec 9, 2011	Apr 1, 2024	no	HAMMOND, LA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 28, 2009	Dec 9, 2011	no	HAMMOND, 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
WELLS FARGO ADVISORS	NEWEDGE ADVISORS	Apr 1, 2024	Mar 25, 2024	-7	Firm change	Wirehouse to ibd
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Dec 9, 2011	Dec 9, 2011	0	Channel change	Wirehouse to wirehouse

Team moves

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

Team	Left	Joined	From	Kind
11025:171351:LA:2024-04-01	Apr 1, 2024	Mar 25, 2024	HAMMOND, LA	Firm change

Relationships

Registered with (3)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Mar 25, 2024 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 9, 2011 to Apr 1, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 28, 2009 to Dec 9, 2011factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Lisa Mcmillion left Wells Fargo Advisors for Newedge Advisors (registered 2024-03-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e317dc6d-9f6d-eac6-c6dd-f51ce3915cf3
First observed: Apr 28, 2009
Last observed: Sep 14, 2026 6 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.

LISA MCMILLION

Advisor at NEWEDGE ADVISORS

Hammond, LA | NEW ORLEANS, 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:e317dc6d-9f6d-eac6-c6dd-f51ce3915cf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

NEWEDGE ADVISORS

Bd affiliated wealth

Mar 25, 2024

n/a

yes

NEW ORLEANS, LA|Hammond, LA

Current employment

WELLS FARGO ADVISORS

Wirehouse

Dec 9, 2011

Apr 1, 2024

HAMMOND, LA

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Apr 28, 2009

Dec 9, 2011

HAMMOND, LA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

NEWEDGE ADVISORS

Apr 1, 2024

Mar 25, 2024

-7

Firm change

Wirehouse to ibd

WELLS FARGO ADVISORS

Dec 9, 2011

Channel change

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

11025:171351:LA:2024-04-01

Apr 1, 2024

Mar 25, 2024

HAMMOND, LA

Firm change