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
Elizabeth Hutton Milardo
Feed of 09/14/2026
Also filed as Lizz Milardo
At current firm
1 y
since Sep 15, 2025
In the industry
21 y
since Oct 13, 2004 (earliest exam, job or registration)
Prior registered firms
4
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Discipline Wealth Solutions, Inc. independent RIA currentsince Sep 15, 2025 · Stuart, Fl
- Commonwealth Financial Network national BDMar 2, 2023 to Aug 29, 2025 · Middletown, Ct
- Cambridge Investment Research Advisors, Inc. BD affiliatedMay 4, 2015 to Mar 6, 2023 · Glastonbury, Ct
- LPL Financial LLC BD affiliatedSep 20, 2013 to May 15, 2015 · Middletown, Ct
- Msi Financial Services, Inc. formerSep 21, 2011 to Sep 24, 2013 · Glastonbury, Ct
Moves
a registration end followed by a registration begin elsewhere
- Commonwealth Financial Network to Discipline Wealth Solutions, Inc.left Aug 29, 2025, registered Sep 15, 2025 (17 days) · Affiliated broker-dealer or bank to independent RIA
- Cambridge Investment Research Advisors, Inc. to Commonwealth Financial Networkleft Mar 6, 2023, registered Mar 2, 2023 (-4 days) · Affiliated broker-dealer or bank to another
- LPL Financial LLC to Cambridge Investment Research Advisors, Inc.left May 15, 2015, registered May 4, 2015 (-11 days) · Other · moved with a team
- Msi Financial Services, Inc. to LPL Financial LLCleft Sep 24, 2013, registered Sep 20, 2013 (-4 days) · Other
Signals
- Elizabeth Hutton Milardo left Commonwealth Financial Network for Discipline Wealth Solutions, Inc. (registered 2025-09-15)Aug 29, 2025 · Advisor changed firm · fact
- Elizabeth Hutton Milardo left Cambridge Investment Research Advisors, Inc. for Commonwealth Financial Network (registered 2023-03-02)Mar 6, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address