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

Kenneth Wayne Miller

Exodus Wealth, LLCindependent RIAConcord, Nc dual registrantIAPD 1636304

Feed of 09/15/2026

Also filed as Kenneth Wayne Miller

At current firm

0 y

since Feb 25, 2026

In the industry

43 y

since Apr 1, 1983 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Exodus Wealth, LLC independent RIA current
since Feb 25, 2026 · Concord, Nc
Integrated Financial Strategies, LLC no RAUM
Nov 19, 2015 to Jul 31, 2026 · Concord, Nc
Capital Guardian Wealth Management, LLC former
Oct 5, 2012 to Nov 19, 2015 · Miami, Fl
Woodbury Financial Services, Inc. former
Jan 11, 2007 to Oct 9, 2012 · China Grove, Nc
Equitable Advisors, LLC national BD
Jun 1, 2005 to Jan 19, 2007 · China Grove, Nc
Mony Securities Corporation unclassified
Dec 31, 2001 to Jun 1, 2005 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Integrated Financial Strategies, LLC to Exodus Wealth, LLC
left Jul 31, 2026, registered Feb 25, 2026 (-156 days) · RIA to RIA · moved with a team
Capital Guardian Wealth Management, LLC to Integrated Financial Strategies, LLC
left Nov 19, 2015, registered Nov 19, 2015 (0 days) · Other · moved with a team
Woodbury Financial Services, Inc. to Capital Guardian Wealth Management, LLC
left Oct 9, 2012, registered Oct 5, 2012 (-4 days) · Other
Equitable Advisors, LLC to Woodbury Financial Services, Inc.
left Jan 19, 2007, registered Jan 11, 2007 (-8 days) · Other
Mony Securities Corporation to Equitable Advisors, LLC
left Jun 1, 2005, registered Jun 1, 2005 (0 days) · corporate re-registration, not a move

Signals

Kenneth Wayne Miller left Integrated Financial Strategies, Llc for Exodus Wealth, Llc (registered 2026-02-25)
Jul 31, 2026 · 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: 43derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address