DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Molly Jo Miller
Feed of 09/14/2026
Also filed as Molly Jo Miller
At current firm
12 y
since Jun 20, 2014
In the industry
42 y
since Jul 17, 1984 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Jun 20, 2014 · La Mesa, Ca
- D.A. Davidson & Co. independent RIANov 25, 2013 to Jun 24, 2014 · San Diego, Ca
- Crowell Weedon & Co. formerNov 4, 2013 to Nov 25, 2013 · San Diego, Ca
- Crowell, Weedon & Co. formerJun 15, 2009 to Nov 4, 2013 · San Diego, Ca
- Wells Fargo Advisors wirehouseJan 1, 2008 to Jun 15, 2009 · San Diego, Ca
- A. G. Edwards & Sons, Inc. unclassifiedJul 8, 1997 to Jan 1, 2008 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- D.A. Davidson & Co. to LPL Financial LLCleft Jun 24, 2014, registered Jun 20, 2014 (-4 days) · Other
- Crowell Weedon & Co. to D.A. Davidson & Co.left Nov 25, 2013, registered Nov 25, 2013 (0 days) · corporate re-registration, not a move
- Crowell, Weedon & Co. to Crowell Weedon & Co.left Nov 4, 2013, registered Nov 4, 2013 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Crowell, Weedon & Co.left Jun 15, 2009, registered Jun 15, 2009 (0 days) · Other
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address