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
Paul Anthony Milnes
Feed of 09/14/2026
At current firm
1 y
since Jul 15, 2025
In the industry
15 y
since Jun 25, 2011 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James & Associates, Inc. national BD currentsince Jul 15, 2025 · Devon, Pa
- Wells Fargo Advisors wirehouseJan 7, 2016 to Jul 21, 2025 · Radnor, Pa
- Credit Suisse Securities (USA) LLC formerFeb 5, 2015 to Feb 2, 2016 · West Conshohocken, Pa
- Persimmon Capital Management LP formerApr 9, 2014 to Jan 14, 2015 · Blue Bell, Pa
- Dewitt Capital Management independent RIAJun 27, 2011 to Apr 25, 2013 · Collegeville, Pa
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Raymond James & Associates, Inc.left Jul 21, 2025, registered Jul 15, 2025 (-6 days) · Wirehouse to affiliated broker-dealer or bank
- Credit Suisse Securities (USA) LLC to Wells Fargo Advisorsleft Feb 2, 2016, registered Jan 7, 2016 (-26 days) · Other · moved with a team
- Persimmon Capital Management LP to Credit Suisse Securities (USA) LLCleft Jan 14, 2015, registered Feb 5, 2015 (22 days) · Other
- Dewitt Capital Management to Persimmon Capital Management LPleft Apr 25, 2013, registered Apr 9, 2014 (349 days) · Other
Signals
- Paul Anthony Milnes left Wells Fargo Advisors for Raymond James & Associates, Inc. (registered 2025-07-15)Jul 21, 2025 · 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address