DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Farokh Bill Billimoria
Certified Financial Planner
Feed of 09/15/2026
Also filed as Farokh Bill Billimoria
At current firm
9 y
since Sep 19, 2016
In the industry
43 y
since Jan 1, 1983 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sowell Management independent RIA currentsince Sep 19, 2016 · Sugar Land, Tx
- Concert Wealth Management formerJul 30, 2012 to Jan 3, 2017 · Schaumburg, Il
- Summit Wealth Management,Inc unclassifiedOct 26, 2006 to Dec 31, 2006 · San Antonio, Tx
- Summit Wealth Management, Inc formerAug 22, 2006 to Jul 22, 2013 · Atlanta, Ga
- Summit Wealth Management,Inc unclassifiedApr 1, 2002 to Aug 17, 2006 · Schaumburg, Il
Moves
a registration end followed by a registration begin elsewhere
- Concert Wealth Management to Sowell Managementleft Jan 3, 2017, registered Sep 19, 2016 (-106 days) · Other
- Summit Wealth Management, Inc to Summit Wealth Management,Incleft Jul 22, 2013, registered Oct 26, 2006 (-2461 days) · Other
- Summit Wealth Management,Inc to Concert Wealth Managementleft Dec 31, 2006, registered Jul 30, 2012 (2038 days) · Other
- Summit Wealth Management,Inc to Summit Wealth Management, Incleft Aug 17, 2006, registered Aug 22, 2006 (5 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address