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
Gary William Medley
Certified Financial Planner
Feed of 09/14/2026
Also filed as Gary William Medley
At current firm
1 y
since Mar 6, 2025
In the industry
42 y
since Sep 27, 1983 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
9
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Mar 6, 2025 · Bonita Springs, Fl
- Medley Advisory, LLC unclassifiedJan 6, 2021 to Feb 21, 2023 · Bonita Springs, Fl
- Ic Advisory Services, Inc. formerJul 8, 2015 to Mar 6, 2025 · Bonita Springs, Fl
- Pelican Wealth Advisors, LLC state registeredJun 2, 2014 to Jul 17, 2015 · Bonita Springs, Fl
- Ic Advisory Services, Inc. formerJan 6, 2010 to May 20, 2014 · Bonita Springs, Fl
- Sageous Capital Management, LLC unclassifiedOct 22, 2009 to Jul 27, 2011 · Bonita Springs, Fl
- Fifth Third Securities, Inc. BD affiliatedSep 25, 2007 to Mar 10, 2009 · Naples, Fl
- Rehmann Wealth independent RIAFeb 20, 2007 to Nov 29, 2007 · Bonita Springs, Fl
- Spc BD affiliatedJan 5, 2006 to May 16, 2006 · Bonita Springs, Fl
- Wells Fargo Advisors wirehouseMar 1, 2002 to Apr 11, 2005 · Naples, Fl
Moves
a registration end followed by a registration begin elsewhere
- Ic Advisory Services, Inc. to Medley Advisory, LLCleft Mar 6, 2025, registered Jan 6, 2021 (-1520 days) · Other
- Medley Advisory, LLC to LPL Financial LLCleft Feb 21, 2023, registered Mar 6, 2025 (744 days) · Other
- Pelican Wealth Advisors, LLC to Ic Advisory Services, Inc.left Jul 17, 2015, registered Jul 8, 2015 (-9 days) · Other
- Ic Advisory Services, Inc. to Pelican Wealth Advisors, LLCleft May 20, 2014, registered Jun 2, 2014 (13 days) · Other
- Sageous Capital Management, LLC to Ic Advisory Services, Inc.left Jul 27, 2011, registered Jan 6, 2010 (-567 days) · Other
- Fifth Third Securities, Inc. to Sageous Capital Management, LLCleft Mar 10, 2009, registered Oct 22, 2009 (226 days) · Other
- Rehmann Wealth to Fifth Third Securities, Inc.left Nov 29, 2007, registered Sep 25, 2007 (-65 days) · Other
- Spc to Rehmann Wealthleft May 16, 2006, registered Feb 20, 2007 (280 days) · Other
- Wells Fargo Advisors to Spcleft Apr 11, 2005, registered Jan 5, 2006 (269 days) · Other
Signals
- Gary William Medley left Ic Advisory Services, Inc. for Medley Advisory, Llc (registered 2021-01-06)Mar 6, 2025 · Advisor changed firm · fact
- Gary William Medley left Medley Advisory, Llc for Lpl Financial Llc (registered 2025-03-06)Feb 21, 2023 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address