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 Henry French III
Feed of 09/14/2026
Also filed as William Henry French
At current firm
0 y
since Jan 12, 2026
In the industry
38 y
since Oct 29, 1987 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Red Oak Advisors LLC state registered currentsince Jan 12, 2026 · Memphis, Tn
- Red Oak Advisors LLC state registeredJun 19, 2017 to Dec 31, 2025 · Memphis, Tn
- W Advisors LLC independent RIASep 23, 2013 to Jan 16, 2018 · Germantown, Tn
- Morgan Stanley wirehouseJun 1, 2009 to Oct 2, 2013 · Memphis, Tn
- Morgan Stanley & Co. LLC unclassifiedDec 7, 2007 to Jun 1, 2009 · Memphis, Tn
- UBS Financial Services Inc. wirehouseApr 23, 2001 to Dec 17, 2007 · Roanoke, Va
Moves
a registration end followed by a registration begin elsewhere
- W Advisors LLC to Red Oak Advisors LLCleft Jan 16, 2018, registered Jun 19, 2017 (-211 days) · Other
- Morgan Stanley to W Advisors LLCleft Oct 2, 2013, registered Sep 23, 2013 (-9 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- UBS Financial Services Inc. to Morgan Stanley & Co. LLCleft Dec 17, 2007, registered Dec 7, 2007 (-10 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
- STATE REGISTEREDderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address