Dustin Millard has been an investment adviser representative at Alongside since July 2026, and is not listed among the firm’s executive officers or direct owners.
Alongside, LLC is an Austin, TX firm with $879M under management, 2,122 clients and 3 advisers across 7 offices, as of its June 2026 filing.
Dustin Millard’s longest registration was 10 years at Schwab Wealth Advisory, Inc. (2012–2022). Before joining Alongside in 2026, Dustin Millard was registered through Commonwealth Financial Network and Schwab Wealth Advisory, Inc.
- Alongside, LLCCurrent– present · under a yearCastle Rock, CO · Adviser representative · Firm CRD 333587
- Commonwealth Financial Network– · 3 yearsCastle Rock, CO · Adviser representative · Firm CRD 8032
- Schwab Wealth Advisory, Inc.– · 10 yearsLone Tree, CO · Adviser representative · Firm CRD 159035
- Amerivest Investment Management, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 1 yearDenver, CO · Adviser representative · Firm CRD 7870
- Strategic Advisers, Inc.– · 3 yearsLone Tree, CO · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Dustin Millard is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in July 2026.
- ColoradoSince 1 July 2026
- TexasResidentSince 2 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 April 2007 |
| Series 7 | General Securities Representative Examination | 12 July 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 February 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Dustin Scott Millard
- CRD
- 4738869
- Firm
- Alongside · CRD 333587
- Office
- 509 Wilcox St, Ste 202, Castle Rock, CO 80104
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Dustin Millard work?
Dustin Millard is an investment adviser representative registered through Alongside, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dustin Millard a financial advisor?
Yes. Dustin Millard has a current investment-adviser registration in Colorado and Texas, through Alongside since July 2026.
How many years of experience does Dustin Millard have?
Dustin Millard has 22 years in the financial industry, since March 2004, across 6 adviser firms.
What exams has Dustin Millard passed?
Dustin Millard has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in February 2004. FINRA credited Dustin Millard with the SIE, which began in October 2018.
Where did Dustin Millard work before Alongside?
Before Alongside, Dustin Millard was registered through Commonwealth Financial Network, November 2022 to July 2026; Schwab Wealth Advisory, Inc., September 2012 to December 2022; Amerivest Investment Management, LLC, August 2010 to August 2012; TD Ameritrade, Inc., August 2010 to August 2012; Strategic Advisers, Inc., June 2007 to August 2010.
Where is Dustin Millard based?
Dustin Millard’s registered office is in Castle Rock, CO.
Is Dustin Millard registered with FINRA?
Yes. Dustin Millard has a current broker registration, under CRD 4738869.
Source: FINRA BrokerCheck
How can I verify Dustin Millard’s record?
Search CRD 4738869 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dustin Millard’s full registration record.