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
David Eugene Miller
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
6 y
since Sep 25, 2019
In the industry
26 y
since Feb 25, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Eagle Financial Advisors, LLC former currentsince Sep 25, 2019 · Frisco, Tx
- Nvest Wealth Strategies, Inc. independent RIAMar 20, 2018 to Jan 2, 2019 · Powell, Oh
- Cuna Brokerage Services, Inc. formerAug 14, 2017 to Feb 7, 2018 · Waverly, Ia
- Cuso Financial Services, L.P. formerDec 12, 2016 to Aug 2, 2017 · Marion, Oh
- Ameriprise Financial Services, LLC national BDJun 12, 2015 to Dec 6, 2016 · Columbus, Oh
- Hornor, Townsend & Kent, LLC independent RIAFeb 18, 2004 to Jun 25, 2015 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Nvest Wealth Strategies, Inc. to Eagle Financial Advisors, LLCleft Jan 2, 2019, registered Sep 25, 2019 (266 days) · Other
- Cuna Brokerage Services, Inc. to Nvest Wealth Strategies, Inc.left Feb 7, 2018, registered Mar 20, 2018 (41 days) · Other
- Cuso Financial Services, L.P. to Cuna Brokerage Services, Inc.left Aug 2, 2017, registered Aug 14, 2017 (12 days) · Other
- Ameriprise Financial Services, LLC to Cuso Financial Services, L.P.left Dec 6, 2016, registered Dec 12, 2016 (6 days) · Other
- Hornor, Townsend & Kent, LLC to Ameriprise Financial Services, LLCleft Jun 25, 2015, registered Jun 12, 2015 (-13 days) · Other
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
- Former SEC-registered adviserderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address