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
Matt John Milosevich
Feed of 09/15/2026
Also filed as Matt John Milosevich
At current firm
0 y
since Mar 6, 2026
In the industry
23 y
since Mar 27, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Alphastar Capital Management independent RIA currentsince Mar 6, 2026 · Surprise, Az
- Advisory Alpha, LLC independent RIAJan 30, 2025 to Mar 4, 2026 · Holland, Mi
- UBS Financial Services Inc. wirehouseSep 27, 2007 to Jan 20, 2009 · Kansas City, Mo
- Pruco Securities, LLC no RAUMSep 10, 2003 to Sep 25, 2007 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Advisory Alpha, LLC to Alphastar Capital Managementleft Mar 4, 2026, registered Mar 6, 2026 (2 days) · RIA to RIA
- UBS Financial Services Inc. to Advisory Alpha, LLCleft Jan 20, 2009, registered Jan 30, 2025 (5854 days) · Wirehouse to independent RIA
- Pruco Securities, LLC to UBS Financial Services Inc.left Sep 25, 2007, registered Sep 27, 2007 (2 days) · Other
Signals
- Matt John Milosevich left Advisory Alpha, Llc for Alphastar Capital Management (registered 2026-03-06)Mar 4, 2026 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address