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
Todd Christopher Mills
Certified Financial Planner
Feed of 09/14/2026
At current firm
6 y
since Dec 11, 2019
In the industry
30 y
since Aug 1, 1996 (earliest exam, job or registration)
Prior registered firms
5
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
- F L Putnam Investment Management Co. independent RIA currentsince Dec 11, 2019 · Lynnfield, Ma
- Svb Wealth independent RIANov 14, 2014 to Nov 22, 2019 · Boston, Ma
- Banyan Partners, LLC formerAug 13, 2013 to Nov 26, 2014 · Boston, Ma
- Silver Bridge formerAug 10, 2006 to Aug 7, 2013 · Boston, Ma
- Fidelity Personal Trust Company, Fsb unclassifiedJul 23, 2004 to May 11, 2006 · Boston, Ma
- Strategic Advisers LLC national BDJul 2, 1998 to May 11, 2006 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Svb Wealth to F L Putnam Investment Management Co.left Nov 22, 2019, registered Dec 11, 2019 (19 days) · RIA to RIA
- Banyan Partners, LLC to Svb Wealthleft Nov 26, 2014, registered Nov 14, 2014 (-12 days) · corporate re-registration, not a move
- Silver Bridge to Banyan Partners, LLCleft Aug 7, 2013, registered Aug 13, 2013 (6 days) · Other
- Strategic Advisers LLC to Fidelity Personal Trust Company, Fsbleft May 11, 2006, registered Jul 23, 2004 (-657 days) · Other
- Fidelity Personal Trust Company, Fsb to Silver Bridgeleft May 11, 2006, registered Aug 10, 2006 (91 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address