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
Alex Nicholas Miller
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Aug 5, 2025
In the industry
14 y
since Feb 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Canvas Wealth Advisors, LLC independent RIA currentsince Aug 5, 2025 · Shawnee, Ks
- Creative Planning independent RIAApr 15, 2022 to Jul 28, 2025 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Creative Planning to Canvas Wealth Advisors, LLCleft Jul 28, 2025, registered Aug 5, 2025 (8 days) · RIA to RIA
Signals
- Alex Nicholas Miller left Creative Planning for Canvas Wealth Advisors, Llc (registered 2025-08-05)Jul 28, 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address