DFX Intelligence

Data Factory

RIA / WealthAdvisor31 years in industry

MARILYN MILLER MILLER

Advisor at FEDERAL BENEFITS ADVISORS

POULSBO, WA

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:e88c716c-982b-1f80-1a21-8462ca857070

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2001 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: FEDERAL BENEFITS ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 10, 1995
First registration: Mar 19, 2001
Dual registered: no
IAPD individual key: 2569235

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
FEDERAL BENEFITS ADVISORS	State registered	Dec 13, 2017	n/a	yes	POULSBO, WA	Current employment
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Former SEC adviser	May 20, 2015	Feb 8, 2018	no	POULSBO, WA\|PETALUMA, CA\|Paulsbo, WA	Previous registration
ASPEN FINANCIAL MANAGEMENT, INC.	Former SEC adviser	Apr 10, 2009	May 12, 2015	no	CHENEY, WA	Previous registration
STERLING FINANCIAL SERVICES, INC.	n/a	Apr 17, 2001	May 5, 2006	no	PLEASANT HILL, CA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Mar 19, 2001	Jan 27, 2004	no	PLEASANT HILL, CA	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
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	FEDERAL BENEFITS ADVISORS	Feb 8, 2018	Dec 13, 2017	-57	Firm change after gap	RIA to state RIA
ASPEN FINANCIAL MANAGEMENT, INC.	ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	May 12, 2015	May 20, 2015	8	Firm change	Other
STERLING FINANCIAL SERVICES, INC.	ASPEN FINANCIAL MANAGEMENT, INC.	May 5, 2006	Apr 10, 2009	1,071	Firm change after gap	Other
OSAIC WEALTH, INC.	STERLING FINANCIAL SERVICES, INC.	Jan 27, 2004	Apr 17, 2001	-1,015	Firm change after gap	Other

Relationships

Registered with (5)

→ FEDERAL BENEFITS ADVISORSRegistered adviserregistration: current employment
Dec 13, 2017 to presentfactForm ADV
→ ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 20, 2015 to Feb 8, 2018factForm ADV
→ ASPEN FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 10, 2009 to May 12, 2015factForm ADV
→ STERLING FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 17, 2001 to May 5, 2006factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Mar 19, 2001 to Jan 27, 2004factForm ADV

Dated events

No dated event names this entity yet.