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 Ray Verhagen
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
8 y
since Aug 10, 2018
In the industry
39 y
since Aug 5, 1987 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Commonwealth Financial Network national BD currentsince Aug 10, 2018 · Bloomington, In
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Aug 23, 2018 · Bloomington, In
- Msi Financial Services, Inc. formerJan 2, 2015 to Mar 25, 2017 · Bloomington, In
- Ifs Planning Strategies, LLC unclassifiedJul 24, 2007 to Oct 21, 2019 · Palm Coast, Fl
- New England Securities Corporation formerApr 14, 1999 to Jan 2, 2015 · Palm Coast, Fl
Moves
a registration end followed by a registration begin elsewhere
- Ifs Planning Strategies, LLC to Msi Financial Services, Inc.left Oct 21, 2019, registered Jan 2, 2015 (-1753 days) · Other · moved with a team
- MML Investors Services, LLC to Commonwealth Financial Networkleft Aug 23, 2018, registered Aug 10, 2018 (-13 days) · Affiliated broker-dealer or bank to another · moved with a team
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- New England Securities Corporation to Ifs Planning Strategies, LLCleft Jan 2, 2015, registered Jul 24, 2007 (-2719 days) · Other · moved with a team
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
- National broker-dealer RIAderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address