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
Rick Joseph Militello
Feed of 09/14/2026
Also filed as Rich Joseph Militello
At current firm
7 y
since Aug 2, 2019
In the industry
35 y
since Dec 1, 1990 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Integrated Advisors Network LLC independent RIA currentsince Aug 2, 2019 · Dallas, Tx
- Militello Wealth Management, L.L.C. formerJun 13, 2005 to Dec 31, 2019 · Edwardsville, Il
- Martin Wier, Inc unclassifiedJun 27, 2002 to Jun 13, 2005 · Swansea, Il
- M Financial Services, Inc. unclassifiedAug 31, 1998 to Aug 14, 2002 · Highland, Il
- Osaic Wealth, Inc. BD affiliatedSep 17, 1997 to Aug 7, 2019 · Edwardsville, Il
Moves
a registration end followed by a registration begin elsewhere
- Militello Wealth Management, L.L.C. to Integrated Advisors Network LLCleft Dec 31, 2019, registered Aug 2, 2019 (-151 days) · Other
- Osaic Wealth, Inc. to M Financial Services, Inc.left Aug 7, 2019, registered Aug 31, 1998 (-7646 days) · Other
- Martin Wier, Inc to Militello Wealth Management, L.L.C.left Jun 13, 2005, registered Jun 13, 2005 (0 days) · Other
- M Financial Services, Inc. to Martin Wier, Incleft Aug 14, 2002, registered Jun 27, 2002 (-48 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
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address