# DENNIS SHANE MCMILLAN

DENNIS SHANE MCMILLAN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 8 firms. Currently registered with PORTSIDE WEALTH GROUP, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PORTSIDE WEALTH GROUP, LLC](https://search.stillhousedata.com/firm/325175) | 2024-10-28 | present | Yes |
| [ARETE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/145488) | 2018-05-18 | 2024-10-04 | — |
| [OAK LANE ADVISORS](https://search.stillhousedata.com/firm/140612) | 2016-01-28 | 2018-03-29 | — |
| [SIGNATOR INVESTORS, INC.](https://search.stillhousedata.com/firm/468) | 2015-08-28 | 2016-01-27 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2011-09-14 | 2015-09-03 | — |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2009-11-02 | 2011-09-14 | — |
| [INSPHERE SECURITIES, INC.](https://search.stillhousedata.com/firm/136433) | 2009-04-13 | 2009-10-29 | — |
| [INSPHERE SECURITIES, INC.](https://search.stillhousedata.com/firm/136433) | 2007-12-19 | 2008-09-23 | — |
| [BOK FINANCIAL SECURITIES, INC.](https://search.stillhousedata.com/firm/17530) | 2006-06-30 | 2007-02-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5126963)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5126963.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.