# IAN THOMAS MCMILLAN

IAN THOMAS MCMILLAN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with CLIENT FIRST INVESTMENT MANAGEMENT LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CLIENT FIRST INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/282600) | 2022-03-11 | present | Yes |
| [CLIENT FIRST INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/282600) | 2020-01-03 | 2021-12-18 | — |
| [SHERMAN WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/281093) | 2018-11-27 | 2019-01-30 | — |
| [FSA WEALTH PARTNERS, INC.](https://search.stillhousedata.com/firm/104513) | 2017-03-06 | 2018-11-28 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2014-08-05 | 2016-11-28 | — |
| [OMEGA WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/132580) | 2013-06-17 | 2014-01-10 | — |
| [TAVERIK CAPITAL, LLC](https://search.stillhousedata.com/firm/156594) | 2012-08-08 | 2012-08-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5923287)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5923287.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.