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
Courtney Margaret Font
Certified Financial Planner
Feed of 09/15/2026
Also filed as Courtney M Miller
At current firm
0 y
since Dec 16, 2025
In the industry
21 y
since Nov 10, 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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Farther independent RIA currentsince Dec 16, 2025 · Petoskey, Mi
- Dynamic independent RIAJan 6, 2015 to Jan 2, 2026 · Petosky, Mi
- LPL Financial LLC BD affiliatedOct 11, 2011 to Jan 13, 2015 · Petoskey, Mi
- Uvest Financial Services Group, Inc. unclassifiedSep 15, 2009 to Oct 11, 2011 · Traverse, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 16, 2004 to Aug 20, 2009 · Traverse City, Mi
Moves
a registration end followed by a registration begin elsewhere
- Dynamic to Fartherleft Jan 2, 2026, registered Dec 16, 2025 (-17 days) · RIA to RIA · moved with a team
- LPL Financial LLC to Dynamicleft Jan 13, 2015, registered Jan 6, 2015 (-7 days) · Other
- Uvest Financial Services Group, Inc. to LPL Financial LLCleft Oct 11, 2011, registered Oct 11, 2011 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Uvest Financial Services Group, Inc.left Aug 20, 2009, registered Sep 15, 2009 (26 days) · Other
Signals
- Courtney Margaret Font left Dynamic for Farther (registered 2025-12-16)Jan 2, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address