Dustin S. Millard

ALONGSIDE

Castle Rock, CO 80104

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CRD#: 4738869

Professional summary

Dustin Scott Millard, CFP®, who also goes by Dustin Millard, is a registered financial advisor currently at ALONGSIDE, LLC located in Castle Rock, Colorado and OAKWOOD CAPITAL SECURITIES, INC. located in Fort Myers, Florida.

Dustin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Dustin has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Dustin Millard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Fixed insurance sales; as of 04/26/2023; 1% of time spent during business hours; Conducted at branch; Investment related. 2. Co-Owner, VM Wealth Partners, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 11/28/2022; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, ZRS Corp, a private entity established to facilitate securities, advisory, and insurance business; located in Larkspur, CO, as of 08/16/2023; 1% of time spent during business hours; Conducted at branch; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Scott Millard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

July 1, 2026 - Present

ALONGSIDE, LLC

Office #1: 509 Wilcox St Ste 202, Castle Rock, CO 80104

RIA

CRD#: 333587

Castle Rock, CO

Current

July 3, 2026 - Present

OAKWOOD CAPITAL SECURITIES, INC.

Office #1: 15701 S Tamiami Trail Suite 300, Fort Myers, FL 33908

CRD#: 21000

FORT MYERS, FL

Past

November 25, 2022 - July 1, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Castle Rock, CO

Past

November 25, 2022 - July 1, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Castle Rock, CO

Past

September 13, 2012 - December 8, 2022

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Lone Tree, CO

Past

September 13, 2012 - December 8, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

September 1, 2010 - August 28, 2012

TD AMERITRADE, INC.

CRD#: 7870

DENVER, CO

Past

August 30, 2010 - August 28, 2012

TD AMERITRADE, INC.

RIA

CRD#: 7870

DENVER, CO

Past

August 30, 2010 - August 28, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

DENVER, CO

Past

June 15, 2007 - August 6, 2010

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

LONE TREE, CO

Past

June 28, 2005 - August 5, 2010

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

LONE TREE, CO

Past

February 16, 2004 - June 28, 2005

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/17/2026)

IAR

Colorado
(7/1/2026)

Colorado
(7/6/2026)

Georgia
(7/21/2026)

New Jersey
(7/20/2026)

IAR

Texas
(7/2/2026)

Texas
(7/6/2026)

Virginia
(7/18/2026)

Wyoming
(7/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 4/18/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 2/28/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 7/12/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 2/13/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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Contact information

Main Address

3711 S Mopac Expy Suite 150, Austin, TX 78746

Mailing Address

Phone number

(512) 241-7341

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALONGSIDE, LLC ADV PART 2A (4/14/2026)

Regulatory assets under management

Total Number of Accounts	3,903
AUM (Assets Under Management)	$ 878,611,865

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/29/2026	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dustin S. Millard

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Scott Millard's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKWOOD CAPITAL SECURITIES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

ALONGSIDE, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 4/18/2007

Series 63

Passed: 2/28/2004

SIE

Passed: 10/1/2018

Series 7

Passed: 7/12/2005

Series 6

Passed: 2/13/2004

FINRA

Current Firm

ALONGSIDE, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALONGSIDE, LLC

TRUST BUT VERIFY

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