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

Jonathan A Miller

Independent Financial PartnersBD affiliatedLockport, Ny IA-onlyIAPD 4506066

Feed of 09/15/2026

Also filed as Jonathan A Miller

At current firm

0 y

since Dec 17, 2025

In the industry

24 y

since Jul 12, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Independent Financial Partners BD affiliated current
since Dec 17, 2025 · Tampa, Fl
Commonwealth Financial Network national BD
Feb 26, 2021 to Dec 4, 2025 · Lockport, Ny
Geneos Wealth Management, Inc. BD affiliated
Mar 11, 2016 to Mar 3, 2021 · Clarence Center, Ny
Transamerica Financial Advisors, LLC BD affiliated
May 2, 2012 to Mar 15, 2016 · St. Petersburg, Fl
Next Financial Group, Inc. former
Feb 2, 2012 to May 3, 2012 · Cheektowaga, Ny

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Independent Financial Partners
left Dec 4, 2025, registered Dec 17, 2025 (13 days) · Affiliated broker-dealer or bank to another · moved with a team
Geneos Wealth Management, Inc. to Commonwealth Financial Network
left Mar 3, 2021, registered Feb 26, 2021 (-5 days) · Affiliated broker-dealer or bank to another
Transamerica Financial Advisors, LLC to Geneos Wealth Management, Inc.
left Mar 15, 2016, registered Mar 11, 2016 (-4 days) · Other
Next Financial Group, Inc. to Transamerica Financial Advisors, LLC
left May 3, 2012, registered May 2, 2012 (-1 days) · Other

Signals

Jonathan A Miller left Commonwealth Financial Network for Independent Financial Partners (registered 2025-12-17)
Dec 4, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address