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

Douglas Shattuck Miller

Csp Financial Group LLCindependent RIAScottsdale, AzIA-onlyIAPD 1156146

Feed of 09/14/2026

Also filed as Doug Miller

At current firm

2 y

since May 29, 2024

In the industry

41 y

since Nov 30, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: AIF, MBAreportedcspfinancialgroup.comas printed on the bio page, Sep 16, 2026
Professional profile: cspfinancialgroup.com/team/douglas-millerreportedcspfinancialgroup.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Csp Financial Group LLC independent RIA current
since May 29, 2024 · Scottsdale, Az
Lifetyme Financial Advisors, LLC state registered
Oct 11, 2019 to Mar 21, 2024 · Scottsdale, Az
Bridgelight Capital LLC independent RIA
Apr 6, 2018 to Sep 19, 2019 · Scottsdale, Az
360 Wealth Management, Inc. unclassified
Dec 21, 2012 to Mar 2, 2018 · Scottsdale, Az
Sii Investments, Inc. former
Oct 27, 2011 to Nov 1, 2012 · Scottsdale, Az
Cue Financial Group, Inc. former
Jan 1, 2001 to Jan 6, 2010 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Lifetyme Financial Advisors, LLC to Csp Financial Group LLC
left Mar 21, 2024, registered May 29, 2024 (69 days) · Other
Bridgelight Capital LLC to Lifetyme Financial Advisors, LLC
left Sep 19, 2019, registered Oct 11, 2019 (22 days) · RIA to a state-registered adviser
360 Wealth Management, Inc. to Bridgelight Capital LLC
left Mar 2, 2018, registered Apr 6, 2018 (35 days) · Other
Sii Investments, Inc. to 360 Wealth Management, Inc.
left Nov 1, 2012, registered Dec 21, 2012 (50 days) · Other
Cue Financial Group, Inc. to Sii Investments, Inc.
left Jan 6, 2010, registered Oct 27, 2011 (659 days) · Other

Signals

Douglas Shattuck Miller left Lifetyme Financial Advisors, Llc for Csp Financial Group Llc (registered 2024-05-29)
Mar 21, 2024 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address