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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

WILLIAM BASIL VERRILL

Advisor at AVISO WEALTH MANAGEMENT

Southampton, PA | Seattle, WA | Augusta, ME

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Search this name across graphsid dfx:ria:49d241fb-43f1-d741-325f-93855bf6a3e7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2006 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: AVISO WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 16, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Exams: S66
First exam: Nov 16, 2006
First registration: Nov 17, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 4663870

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
AVISO WEALTH MANAGEMENT	Independent wealth	Jan 3, 2017	n/a	yes	Seattle, WA\|Southampton, PA\|Augusta, ME	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Nov 12, 2020	Oct 5, 2023	no	SEATTLE, WA\|AUGUSTA, ME\|DOYLESTOWN, PA\|SELINSGROVE, PA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jan 28, 2013	Nov 12, 2020	no	SOUTHAMPTON, PA\|SELINSGROVE, PA\|Seattle, WA\|BETHESDA, MD\|AUGUSTA, ME	Previous registration
AVISO WEALTH MANAGEMENT	Independent wealth	Jun 21, 2007	Dec 31, 2016	no	SEATTLE, WA	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	Jun 15, 2007	Mar 31, 2010	no	SEATTLE, WA\|PORTLAND, ME\|MCLEAN, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 17, 2006	Jun 18, 2007	no	PORTLAND, ME\|MCLEAN, VA\|PORTLAND, ME	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
CETERA INVESTMENT ADVISERS LLC	n/a	Oct 5, 2023	n/a	n/a	Departure no registered destination	Departure
FIRST ALLIED ADVISORY SERVICES, INC.	AVISO WEALTH MANAGEMENT	Nov 12, 2020	Jan 3, 2017	-1,409	Firm change after gap	Other
AVISO WEALTH MANAGEMENT	FIRST ALLIED ADVISORY SERVICES, INC.	Dec 31, 2016	Jan 28, 2013	-1,433	Firm change after gap	Other
GUNNALLEN FINANCIAL, INC	AVISO WEALTH MANAGEMENT	Mar 31, 2010	Jun 21, 2007	-1,014	Firm change after gap	Other
WELLS FARGO ADVISORS	GUNNALLEN FINANCIAL, INC	Jun 18, 2007	Jun 15, 2007	-3	Firm change	Other

Relationships

Registered with (5)

→ AVISO WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 21, 2007 to Dec 31, 2016factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to Oct 5, 2023factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 28, 2013 to Nov 12, 2020factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
Jun 15, 2007 to Mar 31, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 17, 2006 to Jun 18, 2007factForm ADV

Dated events

Occurred
Oct 5, 2023
Advisor departed, no destination yet
William Basil Verrill no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago