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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Westley E Tibbs

Advisor at HOMESTEAD ADVISERS CORP.

Jefferson, MD | ARLINGTON, VA

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Search this name across graphsid dfx:ria:1a3c66ed-b8f2-6f59-da84-a445c0fb82c2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Sep 28, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HOMESTEAD ADVISERS CORP.
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 51
Exams: S66
First exam: Sep 27, 2012
First registration: Sep 28, 2012
Dual registered: yes, broker-dealer
Other names: WES TIBBS|WESTLEY E TIBBS|WESTLEY EUGENE TIBBS
IAPD individual key: 4046515

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HOMESTEAD ADVISERS CORP.	Other adviser	May 9, 2025	n/a	yes	ARLINGTON, VA\|Jefferson, MD	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 26, 2022	Apr 5, 2025	no	Gaithersburg, MD	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 6, 2019	Sep 7, 2023	no	Gaithersburg, MD\|North Bethesda, MD\|Potomac, MD\|GAITHERSBURG, MD	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 6, 2019	Oct 14, 2022	no	Gaithersburg, MD\|Potomac, MD\|Gaithersburg, MD\|OMAHA, NE	Previous registration
FOUNDERS FINANCIAL SECURITIES, LLC	Independent wealth	Jan 8, 2018	Sep 28, 2018	no	TOWSON, MD\|FREDERICK, MD	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 12, 2017	Dec 31, 2017	no	ROCKVILLE, MD	Previous registration
OSAIC FA, INC.	Former SEC adviser	Apr 3, 2017	Jul 18, 2017	no	FREDERICK, MD	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jul 17, 2014	Feb 15, 2017	no	FREDERICK, MD	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Apr 19, 2013	Jun 20, 2014	no	ROCKVILLE, MD\|WASHINGTON, DC\|WASHINGTON, DC\|VIENNA, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 28, 2012	Oct 4, 2012	no	FREDERICK, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	HOMESTEAD ADVISERS CORP.	Apr 5, 2025	May 9, 2025	34	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Sep 7, 2023	Jan 26, 2022	-589	Bulk transfer	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Mar 6, 2019	-1,318	Bulk transfer	Other
FOUNDERS FINANCIAL SECURITIES, LLC	TD AMERITRADE, INC.	Sep 28, 2018	Mar 6, 2019	159	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	FOUNDERS FINANCIAL SECURITIES, LLC	Dec 31, 2017	Jan 8, 2018	8	Firm change	Other
OSAIC FA, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 18, 2017	Jul 12, 2017	-6	Firm change	Other
CETERA INVESTMENT ADVISERS LLC	OSAIC FA, INC.	Feb 15, 2017	Apr 3, 2017	47	Firm change	Other
PNC WEALTH MANAGEMENT	CETERA INVESTMENT ADVISERS LLC	Jun 20, 2014	Jul 17, 2014	27	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PNC WEALTH MANAGEMENT	Oct 4, 2012	Apr 19, 2013	197	Firm change	Other

Relationships

Registered with (10)

→ HOMESTEAD ADVISERS CORP.Registered adviserregistration: current employment
May 9, 2025 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 26, 2022 to Apr 5, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 6, 2019 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 6, 2019 to Oct 14, 2022factForm ADV
→ FOUNDERS FINANCIAL SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 8, 2018 to Sep 28, 2018factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 12, 2017 to Dec 31, 2017factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 3, 2017 to Jul 18, 2017factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jul 17, 2014 to Feb 15, 2017factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 19, 2013 to Jun 20, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 28, 2012 to Oct 4, 2012factForm ADV

Dated events

Occurred
Apr 5, 2025
Advisor changed firm
Westley E Tibbs left Charles Schwab & Co., Inc. for Homestead Advisers Corp. (registered 2025-05-09)
Form ADVobserved 5 days ago