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.

Current firm

WELLS FARGO ADVISORS

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 23, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63

First exam

Sep 23, 1994

First registration

Feb 12, 2004

Dual registered

yes, broker-dealer

Other names

WILLIAM J COUNSMAN|William James Counsman|WILLIAM COUNSMAN

IAPD individual key

2166828

• Occurred

  Jan 28, 2025
  Advisor changed firm

  William James Counsman left Raymond James Financial Services Advisors, Inc for Wells Fargo Advisors (registered 2026-01-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e767aaa9-5b95-7f6b-387a-ef37bffd2807

First observed

Feb 12, 2004

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.