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
Scott Wayne Milam
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Jul 14, 2026
In the industry
17 y
since Jan 7, 2009 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
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
- &Partners independent RIA currentsince Jul 14, 2026 · Maple Valley, Wa
- Raymond James Financial Services Advisors, Inc BD affiliatedSep 10, 2020 to Jul 15, 2026 · Maple Valley, Wa
- Key Investment Services LLC BD affiliatedOct 27, 2015 to Sep 24, 2020 · Tacoma, Wa
- Huntington Financial Advisors BD affiliatedJul 29, 2011 to Sep 4, 2012 · Muskegon, Mi
- Hsbc Securities (USA) Inc. BD affiliatedNov 15, 2010 to Mar 4, 2011 · Mercer Island, Wa
- Wells Fargo Investments, LLC unclassifiedJan 8, 2009 to Nov 9, 2010 · Issaquah, Wa
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to &Partnersleft Jul 15, 2026, registered Jul 14, 2026 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Key Investment Services LLC to Raymond James Financial Services Advisors, Incleft Sep 24, 2020, registered Sep 10, 2020 (-14 days) · Affiliated broker-dealer or bank to another · moved with a team
- Huntington Financial Advisors to Key Investment Services LLCleft Sep 4, 2012, registered Oct 27, 2015 (1148 days) · Other
- Hsbc Securities (USA) Inc. to Huntington Financial Advisorsleft Mar 4, 2011, registered Jul 29, 2011 (147 days) · Other
- Wells Fargo Investments, LLC to Hsbc Securities (USA) Inc.left Nov 9, 2010, registered Nov 15, 2010 (6 days) · Other
Signals
- Scott Wayne Milam left Raymond James Financial Services Advisors, Inc for &Partners (registered 2026-07-14)Jul 15, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address