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
Shawn M Devillier
Feed of 09/14/2026
Also filed as Shawn M Devillier
At current firm
5 y
since Apr 22, 2021
In the industry
38 y
since Oct 29, 1987 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
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
- B. Riley Wealth Advisors, Inc. BD affiliated currentsince Apr 22, 2021 · Feeding Hills, Ma
- Winslow, Evans & Crocker, Inc. formerAug 2, 2012 to Apr 13, 2021 · Boston, Ma
- Raymond James & Associates, Inc. national BDApr 26, 2006 to Oct 18, 2011 · Springfield, Ma
- Morgan Stanley Dw Inc. unclassifiedDec 18, 2002 to Apr 26, 2006 · Springfield, Ma
Moves
a registration end followed by a registration begin elsewhere
- Winslow, Evans & Crocker, Inc. to B. Riley Wealth Advisors, Inc.left Apr 13, 2021, registered Apr 22, 2021 (9 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Raymond James & Associates, Inc. to Winslow, Evans & Crocker, Inc.left Oct 18, 2011, registered Aug 2, 2012 (289 days) · Other
- Morgan Stanley Dw Inc. to Raymond James & Associates, Inc.left Apr 26, 2006, registered Apr 26, 2006 (0 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address