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
William Joseph Cooper
Feed of 09/14/2026
Also filed as Bill Cooper
At current firm
2 y
since Sep 29, 2023
In the industry
24 y
since Aug 22, 2002 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Accurate Wealth Management, LLC independent RIA currentsince Sep 29, 2023 · Wesley Chapel, Fl
- Fidelity Personal And Workplace Advisors formerOct 19, 2021 to Jul 14, 2023 · Merrimack, Nh
- Capital Analysts BD affiliatedJul 24, 2020 to Sep 9, 2021 · Tallahassee, Fl
- Lincoln Investment independent RIAJul 22, 2020 to Sep 9, 2021 · Fort Washington, Pa
- Principal Securities, Inc. BD affiliatedJun 25, 2018 to Jul 9, 2020 · Tampa, Fl
- Morgan Stanley wirehouseJun 9, 2017 to Jun 19, 2018 · Palm Harbor, Fl
- Dtrt Advisors, LLC unclassifiedMay 10, 2016 to Mar 27, 2017 · Lakeland, Fl
- Voya Financial Advisors, Inc. BD affiliatedDec 10, 2015 to Apr 20, 2016 · Lutz, Fl
- LPL Financial LLC BD affiliatedSep 3, 2014 to Mar 2, 2015 · San Diego, Ca
- Msi Financial Services, Inc. formerMar 12, 2003 to Sep 12, 2014 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Accurate Wealth Management, LLCleft Jul 14, 2023, registered Sep 29, 2023 (77 days) · Affiliated broker-dealer or bank to independent RIA
- Capital Analysts to Fidelity Personal And Workplace Advisorsleft Sep 9, 2021, registered Oct 19, 2021 (40 days) · Affiliated broker-dealer or bank to another
- Lincoln Investment to Capital Analystsleft Sep 9, 2021, registered Jul 24, 2020 (-412 days) · Affiliated broker-dealer or bank to another · moved with a team
- Principal Securities, Inc. to Lincoln Investmentleft Jul 9, 2020, registered Jul 22, 2020 (13 days) · Affiliated broker-dealer or bank to another
- Morgan Stanley to Principal Securities, Inc.left Jun 19, 2018, registered Jun 25, 2018 (6 days) · Wirehouse to affiliated broker-dealer or bank
- Dtrt Advisors, LLC to Morgan Stanleyleft Mar 27, 2017, registered Jun 9, 2017 (74 days) · Other
- Voya Financial Advisors, Inc. to Dtrt Advisors, LLCleft Apr 20, 2016, registered May 10, 2016 (20 days) · Other
- LPL Financial LLC to Voya Financial Advisors, Inc.left Mar 2, 2015, registered Dec 10, 2015 (283 days) · Other
- Msi Financial Services, Inc. to LPL Financial LLCleft Sep 12, 2014, registered Sep 3, 2014 (-9 days) · Other
Signals
- William Joseph Cooper left Fidelity Personal And Workplace Advisors for Accurate Wealth Management, Llc (registered 2023-09-29)Jul 14, 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address