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
Lashae Maurice Mcmillan
Feed of 09/15/2026
Also filed as Maruice Mcmillan
At current firm
0 y
since Jun 30, 2026
In the industry
12 y
since Sep 1, 2014 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Signal Advisors Wealth, LLC independent RIA currentsince Jun 30, 2026 · Detroit, Mi
- Foundations Investment Advisors LLC independent RIANov 11, 2025 to Jul 1, 2026 · Phoenix, Az
- Strategic Advisers LLC national BDMar 31, 2025 to Aug 14, 2025 · Henrico, Va
- Fidelity Personal And Workplace Advisors formerJun 28, 2021 to Mar 31, 2025 · Covington, Ky
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 3, 2020 to Apr 19, 2021 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Foundations Investment Advisors LLC to Signal Advisors Wealth, LLCleft Jul 1, 2026, registered Jun 30, 2026 (-1 days) · RIA to RIA
- Strategic Advisers LLC to Foundations Investment Advisors LLCleft Aug 14, 2025, registered Nov 11, 2025 (89 days) · Affiliated broker-dealer or bank to independent RIA
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fidelity Personal And Workplace Advisorsleft Apr 19, 2021, registered Jun 28, 2021 (70 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Lashae Maurice Mcmillan left Foundations Investment Advisors Llc for Signal Advisors Wealth, Llc (registered 2026-06-30)Jul 1, 2026 · Advisor changed firm · fact
- Lashae Maurice Mcmillan left Strategic Advisers Llc for Foundations Investment Advisors Llc (registered 2025-11-11)Aug 14, 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address