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
Paul Laurence Miller
Feed of 09/14/2026
At current firm
3 y
since Oct 3, 2022
In the industry
27 y
since Oct 8, 1998 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Equitable Advisors, LLC national BD currentsince Oct 3, 2022 · Wilmington, De
- Penn Investment Advisors, Inc. formerJan 16, 2015 to Mar 31, 2023 · Bala Cynwyd, Pa
- Longview Capital Management LLC formerNov 3, 2009 to Dec 12, 2014 · Wilmington, De
- Voya Financial Advisors, Inc. BD affiliatedJul 11, 2007 to Nov 2, 2009 · Marlton, Nj
- Ameriprise Advisor Services, Inc. unclassifiedJun 30, 2003 to Jul 3, 2007 · Yardley, Pa
- Choreo, LLC independent RIAMay 30, 2003 to Nov 7, 2003 · Newton, Pa
Moves
a registration end followed by a registration begin elsewhere
- Penn Investment Advisors, Inc. to Equitable Advisors, LLCleft Mar 31, 2023, registered Oct 3, 2022 (-179 days) · channel change inside one enterprise, not a move · moved with a team
- Longview Capital Management LLC to Penn Investment Advisors, Inc.left Dec 12, 2014, registered Jan 16, 2015 (35 days) · Other
- Voya Financial Advisors, Inc. to Longview Capital Management LLCleft Nov 2, 2009, registered Nov 3, 2009 (1 days) · Other
- Ameriprise Advisor Services, Inc. to Voya Financial Advisors, Inc.left Jul 3, 2007, registered Jul 11, 2007 (8 days) · Other
- Choreo, LLC to Ameriprise Advisor Services, Inc.left Nov 7, 2003, registered Jun 30, 2003 (-130 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
- National broker-dealer RIAderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address