DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
W•••••• G•••••• M•••••••
Feed of 09/14/2026
Also filed as Will M•••••••
At current firm
13 y
since May 1, 2013
In the industry
32 y
since Sep 24, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- M••••• S•••••• wirehouse currentsince May 1, 2013 · Columbia, Sc
- B••• S••••••••• L•• formerJan 2, 2013 to May 21, 2013 · Columbia, Sc
- S•••• • S••••••••• L•• formerMar 1, 2005 to Jan 2, 2013 · Columbia, Sc
Moves
a registration end followed by a registration begin elsewhere
- B••• S••••••••• L•• to M••••• S••••••left May 21, 2013, registered May 1, 2013 (-20 days) · Other
- S•••• • S••••••••• L•• to B••• S••••••••• L••left Jan 2, 2013, registered Jan 2, 2013 (0 days) · corporate re-registration, not a move
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
- Wirehousederived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address