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RIA / WealthAdvisorCertified Financial Planner21 years in industry

WILLIAM JOSEPH LAHR

Advisor at ARCHETYPE ADVISORS, LLC

DOYLESTOWN, PA

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Search this name across graphsid dfx:ria:8388760f-88ea-c410-c9ff-1734b2c69a3f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 27, 2005 to Sep 14, 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: ARCHETYPE ADVISORS, LLC
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: Jul 27, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 25, 2005
First registration: Jul 27, 2005
Dual registered: no
Other names: BILL LAHR|WILLIAM J LAHR|WILLIAM J LAHR
IAPD individual key: 4936279

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
ARCHETYPE ADVISORS, LLC	Independent wealth	Jul 17, 2012	n/a	yes	DOYLESTOWN, PA	Current employment
FAMILY OFFICE GROUP LLC	n/a	Oct 22, 2008	Jan 20, 2012	no	PINEHURST, NC	Previous registration
WORLD CAPITAL ADVISORS, LLC	Independent wealth	Apr 2, 2008	Oct 21, 2008	no	DOYLESTOWN, PA\|DENVER, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 27, 2005	Apr 10, 2006	no	PLAINSBORO, NJ\|NEW YORK, NY	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
FAMILY OFFICE GROUP LLC	ARCHETYPE ADVISORS, LLC	Jan 20, 2012	Jul 17, 2012	179	Firm change	Other
WORLD CAPITAL ADVISORS, LLC	FAMILY OFFICE GROUP LLC	Oct 21, 2008	Oct 22, 2008	1	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WORLD CAPITAL ADVISORS, LLC	Apr 10, 2006	Apr 2, 2008	723	Firm change after gap	Other

Relationships

Registered with (4)

→ ARCHETYPE ADVISORS, LLCRegistered adviserregistration: current employment
Jul 17, 2012 to presentfactForm ADV
→ FAMILY OFFICE GROUP LLCRegistered adviserregistration: previous registration
Oct 22, 2008 to Jan 20, 2012factForm ADV
→ WORLD CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 2, 2008 to Oct 21, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 27, 2005 to Apr 10, 2006factForm ADV

Dated events

No dated event names this entity yet.