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.
Advisor moves
Arrivals at Brown | Miller Wealth Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kyler William Stephens | Cerity Partners LLC independent RIA | Brown | Miller Wealth Management, LLC independent RIA | RIA to RIA | Sep 25, 2025 | Oct 1, 2025 |
| Hunter Brooks Adams | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Brown | Miller Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Sep 5, 2023 | Sep 19, 2023 |
| Hugh Quinn | Mcadam LLC independent RIA | Brown | Miller Wealth Management, LLC independent RIA | RIA to RIA | Feb 9, 2022 | Jul 17, 2024 (889 d) |
| Jason Patrick Seney | Morgan Stanley wirehouse | Brown | Miller Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Sep 16, 2021 | Jul 29, 2024 (1047 d) |
| Elizabeth Hilary Sharp | Seia independent RIA | Brown | Miller Wealth Management, LLC independent RIA | RIA to RIA | Dec 2, 2020 | Nov 30, 2020 |
| Christopher William Brown | Wells Fargo Advisors wirehouse | Brown | Miller Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 9, 2020 | Mar 3, 2020 |
| David Alan Miller | Wells Fargo Advisors wirehouse | Brown | Miller Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 9, 2020 | Mar 3, 2020 |
| Rosemary Behizadeh Yue | Wells Fargo Advisors wirehouse | Brown | Miller Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 9, 2020 | Mar 4, 2020 |
| Timothy Steven Flanigan | Wells Fargo Advisors wirehouse | Brown | Miller Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 9, 2020 | Mar 3, 2020 |
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9 moves match.