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
Irby Jones Thompson
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Jun 28, 2023
In the industry
26 y
since Mar 2, 2000 (earliest exam, job or registration)
Prior registered firms
5
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Waverly Advisors, LLC independent RIA currentsince Jun 28, 2023 · Montgomery, Al
- Raymond James & Associates, Inc. national BDFeb 18, 2021 to Jun 8, 2023 · Montgomery, Al
- Rfg Advisory, LLC independent RIAJan 3, 2020 to Jul 22, 2020 · Vestavia Hills, Al
- Waverly Advisors, LLC independent RIAApr 21, 2012 to Jan 2, 2020 · Montgomery, Al
- Wilson Price Wealth Management, LLC unclassifiedMay 11, 2006 to Apr 4, 2012 · Montgomery, Al
- Welch Hornsby, Inc. formerMar 2, 2000 to May 5, 2006 · Montgomery, Al
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to Waverly Advisors, LLCleft Jun 8, 2023, registered Jun 28, 2023 (20 days) · Affiliated broker-dealer or bank to independent RIA
- Rfg Advisory, LLC to Raymond James & Associates, Inc.left Jul 22, 2020, registered Feb 18, 2021 (211 days) · RIA to affiliated broker-dealer or bank
- Waverly Advisors, LLC to Rfg Advisory, LLCleft Jan 2, 2020, registered Jan 3, 2020 (1 days) · RIA to RIA
- Wilson Price Wealth Management, LLC to Waverly Advisors, LLCleft Apr 4, 2012, registered Apr 21, 2012 (17 days) · Other
- Welch Hornsby, Inc. to Wilson Price Wealth Management, LLCleft May 5, 2006, registered May 11, 2006 (6 days) · Other
Signals
- Irby Jones Thompson left Raymond James & Associates, Inc. for Waverly Advisors, Llc (registered 2023-06-28)Jun 8, 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address