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
Gregory Burton Miller
Feed of 09/14/2026
Also filed as Greg B Miller
At current firm
0 y
since Jul 1, 2026
In the industry
17 y
since Jul 24, 2009 (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, 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
- Charles Schwab & Co., Inc. national BD currentsince Jul 1, 2026 · Westlake, Tx
- Wells Fargo Advisors wirehouseJun 10, 2022 to Jun 24, 2026 · Fort Worth, Tx
- Pnc Managed Account Solutions, Inc. formerFeb 11, 2016 to Jun 2, 2021 · Colleyville, Tx
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Jun 19, 2014 · Ft. Worth, Tx
- Chase Investment Services Corp. formerApr 30, 2012 to Oct 1, 2012 · Ft. Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Charles Schwab & Co., Inc.left Jun 24, 2026, registered Jul 1, 2026 (7 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Pnc Managed Account Solutions, Inc. to Wells Fargo Advisorsleft Jun 2, 2021, registered Jun 10, 2022 (373 days) · Affiliated broker-dealer or bank to wirehouse
- J.P. Morgan Securities LLC to Pnc Managed Account Solutions, Inc.left Jun 19, 2014, registered Feb 11, 2016 (602 days) · Other
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Signals
- Gregory Burton Miller left Wells Fargo Advisors for Charles Schwab & Co., Inc. (registered 2026-07-01)Jun 24, 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
- National broker-dealer RIAderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address