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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

William Landon Haas

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Meridian, MS | Madison, MS

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Search this name across graphsid dfx:ria:8dc7cd72-6027-ab3f-7916-ce8671d47bb1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 21, 2002 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 21, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 21, 1997
First registration: May 21, 2002
Dual registered: yes, broker-dealer
Other names: WILLIAM L HAAS
IAPD individual key: 2728875

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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	May 31, 2024	n/a	yes	Meridian, MS\|Madison, MS	Current employment
WELLS FARGO ADVISORS	Wirehouse	Aug 31, 2016	Jun 11, 2024	no	RIDGELAND, MS	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Oct 16, 2009	Sep 8, 2016	no	JACKSON, TN\|RIDGELAND, MS\|MEMPHIS, TN	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 21, 2002	Oct 16, 2009	no	JACKSON, TN	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
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jun 11, 2024	May 31, 2024	-11	Firm change	Wirehouse to ibd
STIFEL, NICOLAUS & COMPANY, INCORPORATED	WELLS FARGO ADVISORS	Sep 8, 2016	Aug 31, 2016	-8	Firm change	Ibd to wirehouse
UBS FINANCIAL SERVICES INC.	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Oct 16, 2009	Oct 16, 2009	0	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
May 31, 2024 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 31, 2016 to Jun 11, 2024factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Oct 16, 2009 to Sep 8, 2016factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 21, 2002 to Oct 16, 2009factForm ADV

Dated events

Occurred
Jun 11, 2024
Advisor changed firm
William Landon Haas left Wells Fargo Advisors for Raymond James Financial Services Advisors, Inc (registered 2024-05-31)
Form ADVobserved 5 days ago