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

Catherine Mae Milano

Wealth Watch Advisors, Incindependent RIAMission Viejo, CaIA-onlyIAPD 3003075

Feed of 09/14/2026

Also filed as Catherine Mae Reece

At current firm

0 y

since Jan 1, 2026

In the industry

28 y

since Feb 3, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Watch Advisors, Inc independent RIA current
since Jan 1, 2026 · Mission Viejo, Ca
Impact Partnership Wealth, LLC independent RIA
Feb 20, 2024 to Oct 10, 2024 · Marietta, Ga
Iams Wealth Management, LLC independent RIA
Jul 18, 2017 to Mar 2, 2023 · Plantation, Fl
Kovack Advisors, Inc. BD affiliated
Apr 22, 2016 to Dec 31, 2016 · Plantation, Fl
Nfsg Corporation BD affiliated
Dec 18, 2013 to Mar 31, 2016 · Plantation, Fl
Cbg Wealth Management unclassified
Jan 31, 2013 to Jul 2, 2013 · Boca Raton, Fl
Jhs Capital Advisors, LLC former
May 5, 2010 to Sep 21, 2012 · Tampa, Fl
Gunnallen Financial, Inc unclassified
Jul 1, 2009 to Mar 31, 2010 · Tampa, Fl
Citigroup Global Markets Inc. BD affiliated
May 29, 2007 to Jun 23, 2009 · Plantation, Fl
Citicorp Investment Services unclassified
Aug 30, 2005 to May 29, 2007 · Fort Lauderdale, Fl

Moves

a registration end followed by a registration begin elsewhere

Impact Partnership Wealth, LLC to Wealth Watch Advisors, Inc
left Oct 10, 2024, registered Jan 1, 2026 (448 days) · RIA to RIA
Iams Wealth Management, LLC to Impact Partnership Wealth, LLC
left Mar 2, 2023, registered Feb 20, 2024 (355 days) · RIA to RIA
Kovack Advisors, Inc. to Iams Wealth Management, LLC
left Dec 31, 2016, registered Jul 18, 2017 (199 days) · Other
Nfsg Corporation to Kovack Advisors, Inc.
left Mar 31, 2016, registered Apr 22, 2016 (22 days) · Other
Cbg Wealth Management to Nfsg Corporation
left Jul 2, 2013, registered Dec 18, 2013 (169 days) · Other
Jhs Capital Advisors, LLC to Cbg Wealth Management
left Sep 21, 2012, registered Jan 31, 2013 (132 days) · Other
Gunnallen Financial, Inc to Jhs Capital Advisors, LLC
left Mar 31, 2010, registered May 5, 2010 (35 days) · Other
Citigroup Global Markets Inc. to Gunnallen Financial, Inc
left Jun 23, 2009, registered Jul 1, 2009 (8 days) · Other
Citicorp Investment Services to Citigroup Global Markets Inc.
left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move

Signals

Catherine Mae Milano left Impact Partnership Wealth, Llc for Wealth Watch Advisors, Inc (registered 2026-01-01)
Oct 10, 2024 · Advisor changed firm · fact
Catherine Mae Milano left Iams Wealth Management, Llc for Impact Partnership Wealth, Llc (registered 2024-02-20)
Mar 2, 2023 · 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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address